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Cornerstone Wealth Management, LLC: JIVE position timeline

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

Cornerstone Wealth Management, LLC held 92,398 JIVE 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 92,398 shares
    Change vs previous 13F -20,009 shares

    0.37% of the 13F portfolio, value $8,496,409.

    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 112,407 shares
    Change vs previous 13F +3,900 shares

    0.48% of the 13F portfolio, value $9,626,512.

    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 108,507 shares
    Change vs previous 13F +6,794 shares

    0.45% of the 13F portfolio, value $8,710,764.

    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 101,713 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $7,669,153.

    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).