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Cornerstone Wealth Management, LLC: COWG position timeline

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

Cornerstone Wealth Management, LLC held 222,996 COWG 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 222,996 shares
    Change vs previous 13F -13,101 shares

    0.38% of the 13F portfolio, value $8,952,487.

    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 236,097 shares
    Change vs previous 13F +8,415 shares

    0.4% of the 13F portfolio, value $7,965,657.

    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 227,682 shares
    Change vs previous 13F +12,996 shares

    0.42% of the 13F portfolio, value $8,016,669.

    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 214,686 shares
    Change vs previous 13F -11,178 shares

    0.43% of the 13F portfolio, value $7,793,122.

    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 225,864 shares
    Change vs previous 13F +20,152 shares

    0.48% of the 13F portfolio, value $7,930,067.

    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 205,712 shares
    Change vs previous 13F +4,815 shares

    0.43% of the 13F portfolio, value $6,333,873.

    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 200,897 shares
    Change vs previous 13F +6,105 shares

    0.43% of the 13F portfolio, value $6,436,744.

    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 194,792 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $5,596,369.

    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).