Skip to content
Disclosery

Cornerstone Wealth Management, LLC: DGRO position timeline

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

Cornerstone Wealth Management, LLC held 173,693 DGRO 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 173,693 shares
    Change vs previous 13F +6,982 shares

    0.57% of the 13F portfolio, value $13,164,201.

    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 166,711 shares
    Change vs previous 13F +1,631 shares

    0.59% of the 13F portfolio, value $11,699,727.

    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 165,080 shares
    Change vs previous 13F +400 shares

    0.6% of the 13F portfolio, value $11,459,829.

    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 164,680 shares
    Change vs previous 13F -480 shares

    0.62% of the 13F portfolio, value $11,211,410.

    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 165,160 shares
    Change vs previous 13F +1,397 shares

    0.64% of the 13F portfolio, value $10,560,354.

    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 163,763 shares
    Change vs previous 13F +500 shares

    0.68% of the 13F portfolio, value $10,117,270.

    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 163,263 shares
    Change vs previous 13F +473 shares

    0.68% of the 13F portfolio, value $10,014,553.

    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 162,790 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $10,205,328.

    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).