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Cornerstone Wealth Management, LLC: FIXD position timeline

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

Cornerstone Wealth Management, LLC held 12,156 FIXD 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 12,156 shares
    Change vs previous 13F -41,095 shares

    0.02% of the 13F portfolio, value $530,131.

    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 53,251 shares
    Change vs previous 13F -52,572 shares

    0.12% of the 13F portfolio, value $2,321,191.

    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 105,823 shares
    Change vs previous 13F -6,150 shares

    0.24% of the 13F portfolio, value $4,690,058.

    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 111,973 shares
    Change vs previous 13F -4,083 shares

    0.27% of the 13F portfolio, value $4,973,842.

    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 116,056 shares
    Change vs previous 13F -125,804 shares

    0.31% of the 13F portfolio, value $5,093,691.

    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 241,860 shares
    Change vs previous 13F +15,034 shares

    0.72% of the 13F portfolio, value $10,603,132.

    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 226,826 shares
    Change vs previous 13F +14,487 shares

    0.66% of the 13F portfolio, value $9,746,722.

    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 212,339 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $9,606,191.

    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).