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Cornerstone Wealth Management, LLC: FVD position timeline

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

Cornerstone Wealth Management, LLC held 83,362 FVD 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 83,362 shares
    Change vs previous 13F -3,268 shares

    0.17% of the 13F portfolio, value $4,016,370.

    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 86,630 shares
    Change vs previous 13F -2,474 shares

    0.2% of the 13F portfolio, value $4,074,222.

    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 89,104 shares
    Change vs previous 13F -3,573 shares

    0.21% of the 13F portfolio, value $4,105,925.

    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 92,677 shares
    Change vs previous 13F -894 shares

    0.24% of the 13F portfolio, value $4,285,370.

    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 93,571 shares
    Change vs previous 13F -888 shares

    0.25% of the 13F portfolio, value $4,182,652.

    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 94,459 shares
    Change vs previous 13F -9,676 shares

    0.29% of the 13F portfolio, value $4,211,927.

    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 104,135 shares
    Change vs previous 13F -5,850 shares

    0.31% of the 13F portfolio, value $4,544,463.

    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 109,985 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $5,003,234.

    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).