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Cornerstone Wealth Management, LLC: CEF position timeline

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

Cornerstone Wealth Management, LLC held 41,903 CEF 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 41,903 shares
    Change vs previous 13F -297 shares

    0.07% of the 13F portfolio, value $1,685,760.

    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 42,200 shares
    Change vs previous 13F -3,085 shares

    0.1% of the 13F portfolio, value $2,013,784.

    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 45,285 shares
    Change vs previous 13F -335 shares

    0.11% of the 13F portfolio, value $2,074,053.

    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 45,620 shares
    Change vs previous 13F -300 shares

    0.09% of the 13F portfolio, value $1,673,798.

    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 45,920 shares
    Change vs previous 13F -3,125 shares

    0.08% of the 13F portfolio, value $1,382,193.

    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 49,045 shares
    Change vs previous 13F +900 shares

    0.09% of the 13F portfolio, value $1,393,369.

    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 48,145 shares
    Change vs previous 13F -1,150 shares

    0.08% of the 13F portfolio, value $1,143,925.

    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 49,295 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,207,234.

    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).