Cornerstone Wealth Management, LLC: PDX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Wealth Management, LLC on PDX, newest first. How the timeline and the estimate are built.
Cornerstone Wealth Management, LLC held 14,635 PDX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 14,635 sharesChange vs previous 13F -786 shares
0.01% of the 13F portfolio, value $304,697.
13F-HR 0001674117-26-000004 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,421 sharesChange vs previous 13F -563 shares
0.02% of the 13F portfolio, value $340,194.
13F-HR 0001674117-26-000002 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,984 sharesChange vs previous 13F -466 shares
0.02% of the 13F portfolio, value $300,181.
13F-HR 0001674117-26-000001 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,450 sharesChange vs previous 13F +156 shares
0.02% of the 13F portfolio, value $410,092.
13F-HR 0001674117-25-000003 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,294 sharesChange vs previous 13F -365 shares
0.02% of the 13F portfolio, value $401,653.
13F-HR 0001085146-25-004917 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,659 sharesChange vs previous 13F +1,725 shares
0.03% of the 13F portfolio, value $408,802.
13F-HR 0001085146-25-002197 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,934 sharesChange vs previous 13F +94 shares
0.03% of the 13F portfolio, value $390,232.
13F-HR 0001085146-25-000321 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,840 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $350,081.
13F-HR 0001085146-24-004949 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).