Skip to content
Disclosery

Cornerstone Wealth Management, LLC: BSMR position timeline

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

Cornerstone Wealth Management, LLC held 75,529 BSMR 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 75,529 shares
    Change vs previous 13F +4,541 shares

    0.08% of the 13F portfolio, value $1,785,502.

    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 70,988 shares
    Change vs previous 13F +2,863 shares

    0.08% of the 13F portfolio, value $1,679,144.

    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 68,125 shares
    Change vs previous 13F +2,619 shares

    0.08% of the 13F portfolio, value $1,612,187.

    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 65,506 shares
    Change vs previous 13F +7,239 shares

    0.09% of the 13F portfolio, value $1,549,869.

    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 58,267 shares
    Change vs previous 13F +3,469 shares

    0.08% of the 13F portfolio, value $1,367,536.

    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 54,798 shares
    Change vs previous 13F +4,532 shares

    0.09% of the 13F portfolio, value $1,290,486.

    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 50,266 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,186,269.

    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).