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Disclosery

Cornerstone Wealth Management, LLC: CGGR position timeline

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

Cornerstone Wealth Management, LLC held 81,774 CGGR 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 81,774 shares
    Change vs previous 13F +7,505 shares

    0.17% of the 13F portfolio, value $3,859,734.

    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 74,269 shares
    Change vs previous 13F +12,249 shares

    0.15% of the 13F portfolio, value $2,984,879.

    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 62,020 shares
    Change vs previous 13F +25,522 shares

    0.14% of the 13F portfolio, value $2,758,036.

    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 36,498 shares
    Change vs previous 13F +2,376 shares

    0.09% of the 13F portfolio, value $1,602,994.

    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 34,122 shares
    Change vs previous 13F -60 shares

    0.08% of the 13F portfolio, value $1,387,064.

    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 34,182 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,170,737.

    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 34,182 shares
    Change vs previous 13F +1,400 shares

    0.09% of the 13F portfolio, value $1,270,550.

    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 32,782 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,140,472.

    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).