Cornerstone Wealth Management, LLC: C position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Wealth Management, LLC on C, newest first. How the timeline and the estimate are built.
Cornerstone Wealth Management, LLC held 17,178 C shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 17,178 sharesChange vs previous 13F -4,116 shares
0.1% of the 13F portfolio, value $2,404,223.
13F-HR 0001674117-26-000004 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,294 sharesChange vs previous 13F +10,901 shares
0.12% of the 13F portfolio, value $2,414,980.
13F-HR 0001674117-26-000002 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,393 sharesChange vs previous 13F +87 shares
0.06% of the 13F portfolio, value $1,212,733.
13F-HR 0001674117-26-000001 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,306 sharesChange vs previous 13F -390 shares
0.06% of the 13F portfolio, value $1,046,010.
13F-HR 0001674117-25-000003 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,696 sharesChange vs previous 13F +652 shares
0.06% of the 13F portfolio, value $910,442.
13F-HR 0001085146-25-004917 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,044 sharesChange vs previous 13F +38 shares
0.05% of the 13F portfolio, value $713,000.
13F-HR 0001085146-25-002197 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,006 sharesChange vs previous 13F +2,925 shares
0.05% of the 13F portfolio, value $704,330.
13F-HR 0001085146-25-000321 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,081 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $443,243.
13F-HR 0001085146-24-004949 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).