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Cornerstone Wealth Group, LLC: VCRB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Wealth Group, LLC on VCRB, newest first. How the timeline and the estimate are built.

Cornerstone Wealth Group, LLC held 342,833 VCRB shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 342,833 shares
    Change vs previous 13F +10,110 shares

    1.58% of the 13F portfolio, value $26,477,891.

    13F-HR 0001214659-26-009059 filed by Cornerstone Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 332,723 shares
    Change vs previous 13F +30,146 shares

    1.67% of the 13F portfolio, value $25,827,162.

    13F-HR 0001214659-26-004952 filed by Cornerstone Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 302,577 shares
    Change vs previous 13F +16,143 shares

    1.61% of the 13F portfolio, value $23,569,244.

    13F-HR 0001214659-26-000811 filed by Cornerstone Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 286,434 shares
    Change vs previous 13F +7,767 shares

    1.52% of the 13F portfolio, value $22,459,278.

    13F-HR 0001214659-25-015562 filed by Cornerstone Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 278,667 shares
    Change vs previous 13F +1,399 shares

    1.62% of the 13F portfolio, value $21,618,996.

    13F-HR 0001214659-25-010940 filed by Cornerstone Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 277,268 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $21,468,846.

    13F-HR 0001214659-25-006250 filed by Cornerstone Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).