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Disclosery

Cornerstone Wealth, LLC/TN: FBND position timeline

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

Cornerstone Wealth, LLC/TN held 101,535 FBND shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,535 shares
    Change vs previous 13F -9,523 shares

    2.33% of the 13F portfolio, value $4,597,505.

    13F-HR 0002135644-26-000002 filed by Cornerstone Wealth, LLC/TN
    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 111,058 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $5,092,009.

    13F-HR 0002135644-26-000001 filed by Cornerstone Wealth, LLC/TN
    Filed (acceptance time not in the bulk data set), ingested

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