Cornerstone Wealth Management, LLC: IIM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Wealth Management, LLC on IIM, newest first. How the timeline and the estimate are built.
Cornerstone Wealth Management, LLC held 28,213 IIM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 28,213 sharesChange vs previous 13F +260 shares
0.02% of the 13F portfolio, value $359,152.
13F-HR 0001674117-26-000004 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 27,953 sharesChange vs previous 13F +10,047 shares
0.02% of the 13F portfolio, value $339,913.
13F-HR 0001674117-26-000002 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,906 sharesChange vs previous 13F +1,769 shares
0.01% of the 13F portfolio, value $220,605.
13F-HR 0001674117-26-000001 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,137 sharesChange vs previous 13F +2,244 shares
0.01% of the 13F portfolio, value $202,514.
13F-HR 0001674117-25-000003 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,893 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $161,709.
13F-HR 0001085146-25-004917 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).