Cornerstone Wealth Management, LLC: BUL position timeline

Cornerstone Wealth Management, LLC held 0 BUL shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -10,149 shares

   13F-HR 0001674117-25-000003 filed by Cornerstone Wealth Management, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 10,149 shares

   Change vs previous 13F -30 shares

   0.03% of the 13F portfolio, value $499,938.

   13F-HR 0001085146-25-004917 filed by Cornerstone Wealth Management, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 10,179 shares

   Change vs previous 13F -470 shares

   0.03% of the 13F portfolio, value $447,267.

   13F-HR 0001085146-25-002197 filed by Cornerstone Wealth Management, LLC
   Filed 2025-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 10,649 shares

   Change vs previous 13F -21 shares

   0.03% of the 13F portfolio, value $493,685.

   13F-HR 0001085146-25-000321 filed by Cornerstone Wealth Management, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 10,670 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $491,890.

   13F-HR 0001085146-24-004949 filed by Cornerstone Wealth Management, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).