Skip to content
Disclosery

Cornerstone Wealth Management, LLC: BOND position timeline

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

Cornerstone Wealth Management, LLC held 309,271 BOND 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 309,271 shares
    Change vs previous 13F +27,377 shares

    1.23% of the 13F portfolio, value $28,517,849.

    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 281,894 shares
    Change vs previous 13F +19,231 shares

    1.3% of the 13F portfolio, value $26,013,240.

    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 262,663 shares
    Change vs previous 13F +16,603 shares

    1.27% of the 13F portfolio, value $24,448,700.

    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 246,060 shares
    Change vs previous 13F +7,350 shares

    1.27% of the 13F portfolio, value $22,969,711.

    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 238,710 shares
    Change vs previous 13F +77,814 shares

    1.34% of the 13F portfolio, value $22,004,300.

    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 160,896 shares
    Change vs previous 13F -5,089 shares

    1.01% of the 13F portfolio, value $14,878,013.

    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 165,985 shares
    Change vs previous 13F +59,623 shares

    1.01% of the 13F portfolio, value $15,008,402.

    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 106,362 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $10,062,892.

    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).