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Disclosery

Cornerstone Wealth Management, LLC: FIW position timeline

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

Cornerstone Wealth Management, LLC held 20,428 FIW 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 20,428 shares
    Change vs previous 13F +1,161 shares

    0.1% of the 13F portfolio, value $2,237,248.

    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 19,267 shares
    Change vs previous 13F +623 shares

    0.1% of the 13F portfolio, value $1,986,985.

    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 18,644 shares
    Change vs previous 13F +1,505 shares

    0.11% of the 13F portfolio, value $2,025,463.

    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 17,139 shares
    Change vs previous 13F +1,251 shares

    0.11% of the 13F portfolio, value $1,925,520.

    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 15,888 shares
    Change vs previous 13F +3,353 shares

    0.1% of the 13F portfolio, value $1,715,586.

    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 12,535 shares
    Change vs previous 13F +3,099 shares

    0.09% of the 13F portfolio, value $1,262,383.

    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 9,436 shares
    Change vs previous 13F +3,064 shares

    0.07% of the 13F portfolio, value $962,930.

    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 6,372 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $696,661.

    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).