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Cornerstone Wealth Management, LLC: GRID position timeline

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

Cornerstone Wealth Management, LLC held 19,069 GRID 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 19,069 shares
    Change vs previous 13F +947 shares

    0.16% of the 13F portfolio, value $3,656,596.

    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 18,122 shares
    Change vs previous 13F +2,474 shares

    0.15% of the 13F portfolio, value $2,964,398.

    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 15,648 shares
    Change vs previous 13F +810 shares

    0.12% of the 13F portfolio, value $2,394,404.

    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 14,838 shares
    Change vs previous 13F +2,415 shares

    0.12% of the 13F portfolio, value $2,241,786.

    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 12,423 shares
    Change vs previous 13F +2,055 shares

    0.1% of the 13F portfolio, value $1,727,059.

    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 10,368 shares
    Change vs previous 13F +7,799 shares

    0.08% of the 13F portfolio, value $1,172,916.

    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 2,569 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $306,588.

    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).