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Cornerstone Wealth Management, LLC: DIA position timeline

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

Cornerstone Wealth Management, LLC held 38,053 DIA 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 38,053 shares
    Change vs previous 13F +6,565 shares

    0.85% of the 13F portfolio, value $19,878,647.

    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 31,488 shares
    Change vs previous 13F +3,968 shares

    0.73% of the 13F portfolio, value $14,585,100.

    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 27,520 shares
    Change vs previous 13F +2,209 shares

    0.69% of the 13F portfolio, value $13,225,300.

    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 25,311 shares
    Change vs previous 13F +412 shares

    0.65% of the 13F portfolio, value $11,737,585.

    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 24,899 shares
    Change vs previous 13F +1,862 shares

    0.67% of the 13F portfolio, value $10,971,622.

    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 23,037 shares
    Change vs previous 13F +971 shares

    0.65% of the 13F portfolio, value $9,672,840.

    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 22,066 shares
    Change vs previous 13F +1,659 shares

    0.63% of the 13F portfolio, value $9,389,275.

    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 20,407 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $8,634,757.

    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).