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Cornerstone Wealth Management, LLC: HEFA position timeline

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

Cornerstone Wealth Management, LLC held 44,765 HEFA 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 44,765 shares
    Change vs previous 13F -1,700 shares

    0.09% of the 13F portfolio, value $2,100,585.

    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 46,465 shares
    Change vs previous 13F -614 shares

    0.1% of the 13F portfolio, value $1,974,511.

    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 47,079 shares
    Change vs previous 13F +233 shares

    0.1% of the 13F portfolio, value $1,947,176.

    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 46,846 shares
    Change vs previous 13F -1,475 shares

    0.1% of the 13F portfolio, value $1,855,592.

    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 48,321 shares
    Change vs previous 13F -10,480 shares

    0.11% of the 13F portfolio, value $1,834,272.

    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 58,801 shares
    Change vs previous 13F -2,325 shares

    0.14% of the 13F portfolio, value $2,133,893.

    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 61,126 shares
    Change vs previous 13F +9,585 shares

    0.14% of the 13F portfolio, value $2,124,145.

    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 51,541 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,825,566.

    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).