Cornerstone Wealth Management, LLC: PFGC position timeline

Cornerstone Wealth Management, LLC held 5,356 PFGC 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 5,356 shares

   Change vs previous 13F +2,200 shares

   0.03% of the 13F portfolio, value $598,749.

   13F-HR 0001674117-26-000004 filed by Cornerstone Wealth Management, LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,156 shares

   Change vs previous 13F +455 shares

   0.01% of the 13F portfolio, value $270,342.

   13F-HR 0001674117-26-000002 filed by Cornerstone Wealth Management, LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 2,701 shares

   Change vs previous 13F +173 shares

   0.01% of the 13F portfolio, value $242,870.

   13F-HR 0001674117-26-000001 filed by Cornerstone Wealth Management, LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 2,528 shares

   Change vs previous 13F +234 shares

   0.01% of the 13F portfolio, value $263,013.

   13F-HR 0001674117-25-000003 filed by Cornerstone Wealth Management, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 2,294 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $200,659.

   13F-HR 0001085146-25-004917 filed by Cornerstone Wealth Management, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).