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Cornerstone Wealth Management, LLC: AVUV position timeline

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

Cornerstone Wealth Management, LLC held 14,604 AVUV 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 14,604 shares
    Change vs previous 13F +1,444 shares

    0.08% of the 13F portfolio, value $1,821,989.

    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 13,160 shares
    Change vs previous 13F +352 shares

    0.07% of the 13F portfolio, value $1,453,784.

    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 12,808 shares
    Change vs previous 13F -1,404 shares

    0.07% of the 13F portfolio, value $1,306,129.

    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 14,212 shares
    Change vs previous 13F +759 shares

    0.08% of the 13F portfolio, value $1,414,510.

    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 13,453 shares
    Change vs previous 13F +1,038 shares

    0.07% of the 13F portfolio, value $1,225,572.

    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 12,415 shares
    Change vs previous 13F +520 shares

    0.07% of the 13F portfolio, value $1,082,250.

    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 11,895 shares
    Change vs previous 13F +613 shares

    0.08% of the 13F portfolio, value $1,148,192.

    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 11,282 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,082,535.

    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).