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Cornerstone Wealth Management, LLC: AVGO position timeline

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

Cornerstone Wealth Management, LLC held 21,640 AVGO 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 21,640 shares
    Change vs previous 13F +1,656 shares

    0.35% of the 13F portfolio, value $8,174,670.

    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 19,984 shares
    Change vs previous 13F +1,414 shares

    0.31% of the 13F portfolio, value $6,185,382.

    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 18,570 shares
    Change vs previous 13F +1,569 shares

    0.33% of the 13F portfolio, value $6,427,009.

    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 17,001 shares
    Change vs previous 13F +1,146 shares

    0.31% of the 13F portfolio, value $5,608,647.

    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 15,855 shares
    Change vs previous 13F +1,598 shares

    0.27% of the 13F portfolio, value $4,370,428.

    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 14,257 shares
    Change vs previous 13F +4,179 shares

    0.16% of the 13F portfolio, value $2,387,051.

    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 10,078 shares
    Change vs previous 13F +327 shares

    0.16% of the 13F portfolio, value $2,336,433.

    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 9,751 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,682,097.

    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).