Cornerstone Wealth, LLC/TN: PSEP position timeline

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

Cornerstone Wealth, LLC/TN held 5,958 PSEP shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 5,958 shares
Change vs previous 13F -26,996 shares
0.14% of the 13F portfolio, value $275,975.
13F-HR 0002135644-26-000002 filed by Cornerstone Wealth, LLC/TN
Filed 2026-07-29 (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).
period ended2026-03-31
13F 32,954 shares
Change vs previous 13F not available
0.83% of the 13F portfolio, value $1,482,106.
13F-HR 0002135644-26-000001 filed by Cornerstone Wealth, LLC/TN
Filed 2026-05-19 (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).