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Cornerstone Wealth Management, LLC: IBHF position timeline

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

Cornerstone Wealth Management, LLC held 95,165 IBHF 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 95,165 shares
    Change vs previous 13F +1,660 shares

    0.09% of the 13F portfolio, value $2,155,498.

    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 93,505 shares
    Change vs previous 13F +4,126 shares

    0.11% of the 13F portfolio, value $2,145,946.

    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 89,379 shares
    Change vs previous 13F +17,519 shares

    0.11% of the 13F portfolio, value $2,062,862.

    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 71,860 shares
    Change vs previous 13F +11,840 shares

    0.09% of the 13F portfolio, value $1,680,806.

    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 60,020 shares
    Change vs previous 13F +4,201 shares

    0.08% of the 13F portfolio, value $1,394,264.

    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 55,819 shares
    Change vs previous 13F +18,486 shares

    0.09% of the 13F portfolio, value $1,296,125.

    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 37,333 shares
    Change vs previous 13F +14,207 shares

    0.06% of the 13F portfolio, value $864,259.

    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 23,126 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $541,377.

    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).