Cornerstone Wealth Management, LLC: FPX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Wealth Management, LLC on FPX, newest first. How the timeline and the estimate are built.
Cornerstone Wealth Management, LLC held 4,088 FPX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 4,088 sharesChange vs previous 13F -72 shares
0.04% of the 13F portfolio, value $842,911.
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 4,160 sharesChange vs previous 13F -33 shares
0.03% of the 13F portfolio, value $660,718.
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 4,193 sharesChange vs previous 13F -34 shares
0.04% of the 13F portfolio, value $685,980.
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 4,227 sharesChange vs previous 13F +4 shares
0.04% of the 13F portfolio, value $702,301.
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 4,223 sharesChange vs previous 13F -107 shares
0.04% of the 13F portfolio, value $611,944.
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 4,330 sharesChange vs previous 13F -1,737 shares
0.03% of the 13F portfolio, value $483,850.
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 6,067 sharesChange vs previous 13F +14 shares
0.05% of the 13F portfolio, value $725,029.
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 6,053 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $667,018.
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).