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Cornerstone Wealth Management, LLC: JPSE position timeline

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

Cornerstone Wealth Management, LLC held 25,823 JPSE 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 25,823 shares
    Change vs previous 13F -1,098 shares

    0.07% of the 13F portfolio, value $1,553,653.

    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 26,921 shares
    Change vs previous 13F -53 shares

    0.07% of the 13F portfolio, value $1,411,478.

    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 26,974 shares
    Change vs previous 13F -472 shares

    0.07% of the 13F portfolio, value $1,350,699.

    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 27,446 shares
    Change vs previous 13F -1,389 shares

    0.08% of the 13F portfolio, value $1,367,086.

    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 28,835 shares
    Change vs previous 13F +1,741 shares

    0.08% of the 13F portfolio, value $1,311,648.

    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 27,094 shares
    Change vs previous 13F -1,265 shares

    0.08% of the 13F portfolio, value $1,181,027.

    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 28,359 shares
    Change vs previous 13F +6,941 shares

    0.09% of the 13F portfolio, value $1,327,457.

    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 21,418 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,028,716.

    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).