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Cornerstone Wealth Management, LLC: BUFR position timeline

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

Cornerstone Wealth Management, LLC held 75,327 BUFR 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 75,327 shares
    Change vs previous 13F +9,806 shares

    0.12% of the 13F portfolio, value $2,751,698.

    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 65,521 shares
    Change vs previous 13F +8,054 shares

    0.11% of the 13F portfolio, value $2,212,660.

    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 57,467 shares
    Change vs previous 13F +4,365 shares

    0.1% of the 13F portfolio, value $1,968,844.

    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 53,102 shares
    Change vs previous 13F +936 shares

    0.1% of the 13F portfolio, value $1,774,660.

    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 52,166 shares
    Change vs previous 13F +825 shares

    0.1% of the 13F portfolio, value $1,658,858.

    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 51,341 shares
    Change vs previous 13F +10,080 shares

    0.1% of the 13F portfolio, value $1,524,345.

    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 41,261 shares
    Change vs previous 13F +2,375 shares

    0.08% of the 13F portfolio, value $1,257,244.

    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 38,886 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,162,296.

    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).