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Disclosery

Cornerstone Wealth Management, LLC: BX position timeline

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

Cornerstone Wealth Management, LLC held 75,133 BX 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 75,133 shares
    Change vs previous 13F +1,386 shares

    0.38% of the 13F portfolio, value $8,840,933.

    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 73,747 shares
    Change vs previous 13F +15,810 shares

    0.42% of the 13F portfolio, value $8,480,132.

    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 57,937 shares
    Change vs previous 13F -829 shares

    0.46% of the 13F portfolio, value $8,930,328.

    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 58,766 shares
    Change vs previous 13F -16 shares

    0.55% of the 13F portfolio, value $10,040,199.

    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 58,782 shares
    Change vs previous 13F +1,085 shares

    0.53% of the 13F portfolio, value $8,792,568.

    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 57,697 shares
    Change vs previous 13F +1,875 shares

    0.55% of the 13F portfolio, value $8,064,912.

    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 55,822 shares
    Change vs previous 13F -2,075 shares

    0.65% of the 13F portfolio, value $9,624,780.

    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 57,897 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $8,865,830.

    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).