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Cornerstone Wealth Management, LLC: BIV position timeline

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

Cornerstone Wealth Management, LLC held 181,259 BIV 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 181,259 shares
    Change vs previous 13F +13,697 shares

    0.6% of the 13F portfolio, value $13,902,603.

    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 167,562 shares
    Change vs previous 13F +14,206 shares

    0.65% of the 13F portfolio, value $12,932,445.

    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 153,356 shares
    Change vs previous 13F +26,030 shares

    0.62% of the 13F portfolio, value $11,943,377.

    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 127,326 shares
    Change vs previous 13F +6,524 shares

    0.55% of the 13F portfolio, value $9,942,894.

    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 120,802 shares
    Change vs previous 13F +5,344 shares

    0.57% of the 13F portfolio, value $9,342,812.

    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 115,458 shares
    Change vs previous 13F -1,524 shares

    0.6% of the 13F portfolio, value $8,840,609.

    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 116,982 shares
    Change vs previous 13F +37,123 shares

    0.59% of the 13F portfolio, value $8,742,086.

    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 79,859 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $6,258,545.

    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).