Cornerstone Wealth Management, LLC: ADP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Wealth Management, LLC on ADP, newest first. How the timeline and the estimate are built.
Cornerstone Wealth Management, LLC held 2,443 ADP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 2,443 sharesChange vs previous 13F -233 shares
0.02% of the 13F portfolio, value $547,140.
13F-HR 0001674117-26-000004 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,676 sharesChange vs previous 13F +254 shares
0.03% of the 13F portfolio, value $543,668.
13F-HR 0001674117-26-000002 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,422 sharesChange vs previous 13F -48 shares
0.03% of the 13F portfolio, value $622,891.
13F-HR 0001674117-26-000001 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,470 sharesChange vs previous 13F -627 shares
0.04% of the 13F portfolio, value $725,042.
13F-HR 0001674117-25-000003 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,097 sharesChange vs previous 13F +305 shares
0.06% of the 13F portfolio, value $955,168.
13F-HR 0001085146-25-004917 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,792 sharesChange vs previous 13F -299 shares
0.06% of the 13F portfolio, value $852,981.
13F-HR 0001085146-25-002197 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,091 sharesChange vs previous 13F +102 shares
0.06% of the 13F portfolio, value $904,952.
13F-HR 0001085146-25-000321 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,989 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $827,013.
13F-HR 0001085146-24-004949 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).