Skip to content
Disclosery

Cornerstone Wealth Management, LLC: ED position timeline

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

Cornerstone Wealth Management, LLC held 59,870 ED 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 59,870 shares
    Change vs previous 13F +1,504 shares

    0.28% of the 13F portfolio, value $6,623,425.

    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 58,366 shares
    Change vs previous 13F +3,019 shares

    0.33% of the 13F portfolio, value $6,605,819.

    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 55,347 shares
    Change vs previous 13F +2,589 shares

    0.29% of the 13F portfolio, value $5,497,086.

    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 52,758 shares
    Change vs previous 13F +1,605 shares

    0.29% of the 13F portfolio, value $5,303,249.

    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 51,153 shares
    Change vs previous 13F +1,512 shares

    0.31% of the 13F portfolio, value $5,133,268.

    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 49,641 shares
    Change vs previous 13F +1,900 shares

    0.37% of the 13F portfolio, value $5,489,790.

    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 47,741 shares
    Change vs previous 13F +1,280 shares

    0.29% of the 13F portfolio, value $4,259,936.

    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 46,461 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $4,837,936.

    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).