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Cornerstone Wealth Group, LLC: WMB position timeline

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

Cornerstone Wealth Group, LLC held 171,662 WMB 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 171,662 shares
    Change vs previous 13F -9,463 shares

    0.76% of the 13F portfolio, value $12,761,330.

    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 181,125 shares
    Change vs previous 13F +2,060 shares

    0.82% of the 13F portfolio, value $12,756,608.

    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 179,065 shares
    Change vs previous 13F +3,281 shares

    0.74% of the 13F portfolio, value $10,763,596.

    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 175,784 shares
    Change vs previous 13F +4,343 shares

    0.75% of the 13F portfolio, value $11,135,886.

    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 171,441 shares
    Change vs previous 13F +2,116 shares

    0.81% of the 13F portfolio, value $10,768,191.

    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 169,325 shares
    Change vs previous 13F -16,595 shares

    0.84% of the 13F portfolio, value $10,118,871.

    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).

  7. period ended2024-12-31
    13F 185,920 shares
    Change vs previous 13F +83,429 shares

    0.82% of the 13F portfolio, value $10,062,011.

    13F-HR 0001214659-25-001100 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).

  8. period ended2024-09-30
    13F 102,491 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $4,678,735.

    13F-HR 0001214659-24-017935 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).