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Cornerstone Wealth Management, LLC: AEE position timeline

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

Cornerstone Wealth Management, LLC held 27,382 AEE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,382 shares
    Change vs previous 13F -264 shares

    0.13% of the 13F portfolio, value $3,095,292.

    13F-HR 0001674117-26-000004 filed by Cornerstone Wealth Management, 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 27,646 shares
    Change vs previous 13F -1,225 shares

    0.15% of the 13F portfolio, value $3,038,799.

    13F-HR 0001674117-26-000002 filed by Cornerstone Wealth Management, 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 28,871 shares
    Change vs previous 13F +4,635 shares

    0.15% of the 13F portfolio, value $2,883,066.

    13F-HR 0001674117-26-000001 filed by Cornerstone Wealth Management, 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 24,236 shares
    Change vs previous 13F -60 shares

    0.14% of the 13F portfolio, value $2,529,720.

    13F-HR 0001674117-25-000003 filed by Cornerstone Wealth Management, 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 24,296 shares
    Change vs previous 13F -2,248 shares

    0.14% of the 13F portfolio, value $2,333,353.

    13F-HR 0001085146-25-004917 filed by Cornerstone Wealth Management, 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 26,544 shares
    Change vs previous 13F +84 shares

    0.18% of the 13F portfolio, value $2,665,059.

    13F-HR 0001085146-25-002197 filed by Cornerstone Wealth Management, 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 26,460 shares
    Change vs previous 13F +3,093 shares

    0.16% of the 13F portfolio, value $2,358,664.

    13F-HR 0001085146-25-000321 filed by Cornerstone Wealth Management, 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 23,367 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,043,697.

    13F-HR 0001085146-24-004949 filed by Cornerstone Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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