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Cornerstone Wealth Management, LLC: JQUA position timeline

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

Cornerstone Wealth Management, LLC held 257,203 JQUA 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 257,203 shares
    Change vs previous 13F +49,076 shares

    0.8% of the 13F portfolio, value $18,590,637.

    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 208,127 shares
    Change vs previous 13F +36,708 shares

    0.64% of the 13F portfolio, value $12,762,355.

    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 171,419 shares
    Change vs previous 13F +22,344 shares

    0.56% of the 13F portfolio, value $10,830,265.

    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 149,075 shares
    Change vs previous 13F +5,525 shares

    0.52% of the 13F portfolio, value $9,378,297.

    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 143,550 shares
    Change vs previous 13F +17,901 shares

    0.52% of the 13F portfolio, value $8,620,220.

    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 125,649 shares
    Change vs previous 13F +7,201 shares

    0.48% of the 13F portfolio, value $7,095,390.

    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 118,448 shares
    Change vs previous 13F +13,909 shares

    0.46% of the 13F portfolio, value $6,783,538.

    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 104,539 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $5,913,790.

    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).