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Cornerstone Wealth Management, LLC: MFSG position timeline

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

Cornerstone Wealth Management, LLC held 133,281 MFSG 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 133,281 shares
    Change vs previous 13F -20,599 shares

    0.17% of the 13F portfolio, value $4,034,111.

    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 153,880 shares
    Change vs previous 13F -3,218 shares

    0.2% of the 13F portfolio, value $3,937,793.

    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 157,098 shares
    Change vs previous 13F -4,868 shares

    0.23% of the 13F portfolio, value $4,446,547.

    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 161,966 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,559,344.

    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).