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Cornerstone Wealth Management, LLC: ITM position timeline

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

Cornerstone Wealth Management, LLC held 81,828 ITM 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 81,828 shares
    Change vs previous 13F +11,983 shares

    0.17% of the 13F portfolio, value $3,845,091.

    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 69,845 shares
    Change vs previous 13F +1,477 shares

    0.16% of the 13F portfolio, value $3,242,897.

    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 68,368 shares
    Change vs previous 13F -147 shares

    0.17% of the 13F portfolio, value $3,224,255.

    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 68,515 shares
    Change vs previous 13F +517 shares

    0.18% of the 13F portfolio, value $3,192,804.

    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 67,998 shares
    Change vs previous 13F -964 shares

    0.19% of the 13F portfolio, value $3,091,859.

    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 68,962 shares
    Change vs previous 13F +1,267 shares

    0.21% of the 13F portfolio, value $3,138,468.

    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 67,695 shares
    Change vs previous 13F +8,316 shares

    0.21% of the 13F portfolio, value $3,120,729.

    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 59,379 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,787,862.

    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).