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Cornerstone Wealth Group, LLC: XLK position timeline

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

Cornerstone Wealth Group, LLC held 56,926 XLK 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 56,926 shares
    Change vs previous 13F -10,732 shares

    0.65% of the 13F portfolio, value $10,845,465.

    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 67,658 shares
    Change vs previous 13F -5,873 shares

    0.68% of the 13F portfolio, value $10,466,025.

    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 73,531 shares
    Change vs previous 13F +35,400 shares

    0.72% of the 13F portfolio, value $10,586,219.

    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 38,131 shares
    Change vs previous 13F -786 shares

    0.73% of the 13F portfolio, value $10,747,644.

    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 38,917 shares
    Change vs previous 13F -2,244 shares

    0.74% of the 13F portfolio, value $9,854,927.

    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 41,161 shares
    Change vs previous 13F -16,930 shares

    0.7% of the 13F portfolio, value $8,498,962.

    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 58,091 shares
    Change vs previous 13F -2,349 shares

    1.11% of the 13F portfolio, value $13,507,260.

    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 60,440 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $13,645,001.

    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).