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Cornerstone Wealth Management, LLC: IDHQ position timeline

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

Cornerstone Wealth Management, LLC held 154,725 IDHQ 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 154,725 shares
    Change vs previous 13F -2,780 shares

    0.29% of the 13F portfolio, value $6,763,007.

    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 157,505 shares
    Change vs previous 13F +1,220 shares

    0.28% of the 13F portfolio, value $5,570,945.

    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 156,285 shares
    Change vs previous 13F +3,176 shares

    0.29% of the 13F portfolio, value $5,493,431.

    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 153,109 shares
    Change vs previous 13F -624 shares

    0.28% of the 13F portfolio, value $5,152,125.

    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 153,733 shares
    Change vs previous 13F +2,493 shares

    0.31% of the 13F portfolio, value $5,070,102.

    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 151,240 shares
    Change vs previous 13F +1,101 shares

    0.31% of the 13F portfolio, value $4,528,143.

    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 150,139 shares
    Change vs previous 13F +3,475 shares

    0.29% of the 13F portfolio, value $4,251,951.

    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 146,664 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $4,658,058.

    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).