Skip to content
Disclosery

Cornerstone Wealth Management, LLC: CGMU position timeline

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

Cornerstone Wealth Management, LLC held 108,489 CGMU 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 108,489 shares
    Change vs previous 13F +31,613 shares

    0.13% of the 13F portfolio, value $2,980,192.

    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 76,876 shares
    Change vs previous 13F +12,797 shares

    0.1% of the 13F portfolio, value $2,087,191.

    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 64,079 shares
    Change vs previous 13F +27,447 shares

    0.09% of the 13F portfolio, value $1,754,486.

    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 36,632 shares
    Change vs previous 13F +20,013 shares

    0.06% of the 13F portfolio, value $999,685.

    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 16,619 shares
    Change vs previous 13F +971 shares

    0.03% of the 13F portfolio, value $443,560.

    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 15,648 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $419,673.

    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).