Cornerstone Wealth Management, LLC: IVZ position timeline

Cornerstone Wealth Management, LLC held 8,350 IVZ 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 8,350 shares

   Change vs previous 13F -1,250 shares

   0.01% of the 13F portfolio, value $220,357.

   13F-HR 0001674117-26-000004 filed by Cornerstone Wealth Management, LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 9,600 shares

   Change vs previous 13F -1,600 shares

   0.01% of the 13F portfolio, value $233,185.

   13F-HR 0001674117-26-000002 filed by Cornerstone Wealth Management, LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 11,200 shares

   Change vs previous 13F +500 shares

   0.02% of the 13F portfolio, value $294,224.

   13F-HR 0001674117-26-000001 filed by Cornerstone Wealth Management, LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 10,700 shares

   Change vs previous 13F -500 shares

   0.01% of the 13F portfolio, value $245,458.

   13F-HR 0001674117-25-000003 filed by Cornerstone Wealth Management, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 11,200 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $176,624.

   13F-HR 0001085146-25-004917 filed by Cornerstone Wealth Management, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).