Cornerstone Wealth Management, LLC: EPS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Wealth Management, LLC on EPS, newest first. How the timeline and the estimate are built.
Cornerstone Wealth Management, LLC held 8,638 EPS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 8,638 sharesChange vs previous 13F -65 shares
0.03% of the 13F portfolio, value $671,956.
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 8,703 sharesChange vs previous 13F +10 shares
0.03% of the 13F portfolio, value $592,792.
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 8,693 sharesChange vs previous 13F +11 shares
0.03% of the 13F portfolio, value $616,014.
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 8,682 sharesChange vs previous 13F +176 shares
0.03% of the 13F portfolio, value $598,532.
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 8,506 sharesChange vs previous 13F +12 shares
0.03% of the 13F portfolio, value $544,438.
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 8,494 sharesChange vs previous 13F +11 shares
0.03% of the 13F portfolio, value $503,496.
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 8,483 sharesChange vs previous 13F -161 shares
0.04% of the 13F portfolio, value $518,972.
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 8,644 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $519,002.
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).