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Cornerstone Wealth Management, LLC: CGDV position timeline

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

Cornerstone Wealth Management, LLC held 146,405 CGDV 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 146,405 shares
    Change vs previous 13F +28,993 shares

    0.31% of the 13F portfolio, value $7,214,836.

    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 117,412 shares
    Change vs previous 13F +67,830 shares

    0.25% of the 13F portfolio, value $4,994,732.

    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 49,582 shares
    Change vs previous 13F +23,182 shares

    0.11% of the 13F portfolio, value $2,163,736.

    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 26,400 shares
    Change vs previous 13F +4,167 shares

    0.06% of the 13F portfolio, value $1,109,614.

    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 22,233 shares
    Change vs previous 13F +1,209 shares

    0.05% of the 13F portfolio, value $877,980.

    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 21,024 shares
    Change vs previous 13F +404 shares

    0.05% of the 13F portfolio, value $749,301.

    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 20,620 shares
    Change vs previous 13F +7,403 shares

    0.05% of the 13F portfolio, value $727,066.

    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 13,217 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $481,628.

    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).