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Cornerstone Wealth Management, LLC: ARKK position timeline

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

Cornerstone Wealth Management, LLC held 11,281 ARKK 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 11,281 shares
    Change vs previous 13F +1,272 shares

    0.04% of the 13F portfolio, value $911,753.

    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 10,009 shares
    Change vs previous 13F -141 shares

    0.03% of the 13F portfolio, value $676,530.

    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 10,150 shares
    Change vs previous 13F -3,045 shares

    0.04% of the 13F portfolio, value $780,759.

    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 13,195 shares
    Change vs previous 13F -113 shares

    0.06% of the 13F portfolio, value $1,138,751.

    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 13,308 shares
    Change vs previous 13F -68 shares

    0.06% of the 13F portfolio, value $935,439.

    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 13,376 shares
    Change vs previous 13F -276 shares

    0.04% of the 13F portfolio, value $636,440.

    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 13,652 shares
    Change vs previous 13F -1,253 shares

    0.05% of the 13F portfolio, value $775,003.

    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 14,905 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $708,419.

    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).