Cornerstone Wealth Management, LLC: DG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Wealth Management, LLC on DG, newest first. How the timeline and the estimate are built.
Cornerstone Wealth Management, LLC held 3,996 DG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 3,996 sharesChange vs previous 13F +1,211 shares
0.02% of the 13F portfolio, value $459,980.
13F-HR 0001674117-26-000004 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,785 sharesChange vs previous 13F -48 shares
0.02% of the 13F portfolio, value $330,687.
13F-HR 0001674117-26-000002 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,833 sharesChange vs previous 13F -564 shares
0.02% of the 13F portfolio, value $376,122.
13F-HR 0001674117-26-000001 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,397 sharesChange vs previous 13F -1,743 shares
0.02% of the 13F portfolio, value $351,104.
13F-HR 0001674117-25-000003 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,140 sharesChange vs previous 13F -1,152 shares
0.04% of the 13F portfolio, value $587,938.
13F-HR 0001085146-25-004917 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,292 sharesChange vs previous 13F +1,278 shares
0.04% of the 13F portfolio, value $553,256.
13F-HR 0001085146-25-002197 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,014 sharesChange vs previous 13F +827 shares
0.03% of the 13F portfolio, value $380,179.
13F-HR 0001085146-25-000321 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,187 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $354,077.
13F-HR 0001085146-24-004949 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).