Cornerstone Wealth Group, LLC: XLE position timeline

Cornerstone Wealth Group, LLC held 70,810 XLE 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 70,810 shares

   Change vs previous 13F +1,923 shares

   0.22% of the 13F portfolio, value $3,760,712.

   13F-HR 0001214659-26-009059 filed by Cornerstone Wealth Group, LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 68,887 shares

   Change vs previous 13F +68,887 shares

   0.25% of the 13F portfolio, value $3,848,697.

   13F-HR 0001214659-26-004952 filed by Cornerstone Wealth Group, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -55,265 shares

   13F-HR 0001214659-26-000811 filed by Cornerstone Wealth Group, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-09-30

   13F 55,265 shares

   Change vs previous 13F -1,353 shares

   0.33% of the 13F portfolio, value $4,937,410.

   13F-HR 0001214659-25-015562 filed by Cornerstone Wealth Group, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 56,618 shares

   Change vs previous 13F not available

   0.36% of the 13F portfolio, value $4,801,760.

   13F-HR 0001214659-25-010940 filed by Cornerstone Wealth Group, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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