Skip to content
Disclosery

Cornerstone Wealth Management, LLC: CALF position timeline

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

Cornerstone Wealth Management, LLC held 259,602 CALF 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 259,602 shares
    Change vs previous 13F +14,456 shares

    0.56% of the 13F portfolio, value $13,138,464.

    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 245,146 shares
    Change vs previous 13F +15,848 shares

    0.55% of the 13F portfolio, value $10,999,685.

    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 229,298 shares
    Change vs previous 13F -165,835 shares

    0.53% of the 13F portfolio, value $10,173,975.

    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 395,133 shares
    Change vs previous 13F +28,113 shares

    0.96% of the 13F portfolio, value $17,298,935.

    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 367,020 shares
    Change vs previous 13F +21,461 shares

    0.89% of the 13F portfolio, value $14,612,925.

    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 345,559 shares
    Change vs previous 13F +42 shares

    0.88% of the 13F portfolio, value $12,958,564.

    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 345,517 shares
    Change vs previous 13F +4,447 shares

    1.03% of the 13F portfolio, value $15,206,203.

    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 341,070 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $15,866,602.

    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).