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Cornerstone Wealth Management, LLC: BBUS position timeline

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

Cornerstone Wealth Management, LLC held 662,346 BBUS 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 662,346 shares
    Change vs previous 13F -10,933 shares

    3.83% of the 13F portfolio, value $89,231,177.

    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 673,279 shares
    Change vs previous 13F +3,036 shares

    3.95% of the 13F portfolio, value $78,894,835.

    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 670,243 shares
    Change vs previous 13F -10,138 shares

    4.3% of the 13F portfolio, value $82,647,597.

    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 680,381 shares
    Change vs previous 13F -7,305 shares

    4.53% of the 13F portfolio, value $82,094,772.

    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 687,686 shares
    Change vs previous 13F -35,896 shares

    4.67% of the 13F portfolio, value $76,965,818.

    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 723,582 shares
    Change vs previous 13F +18,013 shares

    4.94% of the 13F portfolio, value $73,002,138.

    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 705,569 shares
    Change vs previous 13F +28,118 shares

    5.05% of the 13F portfolio, value $74,733,808.

    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 677,451 shares
    Change vs previous 13F not available

    4.94% of the 13F portfolio, value $70,170,356.

    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).