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Cornerstone Wealth Group, LLC: WMT position timeline

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

Cornerstone Wealth Group, LLC held 32,916 WMT 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 32,916 shares
    Change vs previous 13F -33,759 shares

    0.22% of the 13F portfolio, value $3,728,079.

    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 66,675 shares
    Change vs previous 13F -3,761 shares

    0.56% of the 13F portfolio, value $8,641,110.

    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 70,436 shares
    Change vs previous 13F +1,549 shares

    0.54% of the 13F portfolio, value $7,847,232.

    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 68,887 shares
    Change vs previous 13F +1,449 shares

    0.48% of the 13F portfolio, value $7,099,539.

    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 67,438 shares
    Change vs previous 13F +2,604 shares

    0.49% of the 13F portfolio, value $6,594,117.

    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 64,834 shares
    Change vs previous 13F +3,627 shares

    0.47% of the 13F portfolio, value $5,691,766.

    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 61,207 shares
    Change vs previous 13F -37,951 shares

    0.45% of the 13F portfolio, value $5,530,083.

    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 99,158 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $8,007,025.

    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).