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Cornerstone Wealth Management, LLC: HIPS position timeline

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

Cornerstone Wealth Management, LLC held 123,056 HIPS 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 123,056 shares
    Change vs previous 13F +4,915 shares

    0.06% of the 13F portfolio, value $1,420,617.

    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 118,141 shares
    Change vs previous 13F +208 shares

    0.07% of the 13F portfolio, value $1,365,001.

    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 117,933 shares
    Change vs previous 13F -5,797 shares

    0.07% of the 13F portfolio, value $1,377,463.

    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 123,730 shares
    Change vs previous 13F -308 shares

    0.08% of the 13F portfolio, value $1,458,776.

    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 124,038 shares
    Change vs previous 13F -4,854 shares

    0.09% of the 13F portfolio, value $1,501,484.

    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 128,892 shares
    Change vs previous 13F +5,111 shares

    0.11% of the 13F portfolio, value $1,639,507.

    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 123,781 shares
    Change vs previous 13F +4,475 shares

    0.11% of the 13F portfolio, value $1,590,777.

    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 119,306 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,549,019.

    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).