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Cornerstone Wealth Management, LLC: PKW position timeline

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

Cornerstone Wealth Management, LLC held 33,135 PKW 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 33,135 shares
    Change vs previous 13F +880 shares

    0.2% of the 13F portfolio, value $4,693,841.

    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 32,255 shares
    Change vs previous 13F +2,615 shares

    0.21% of the 13F portfolio, value $4,233,380.

    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 29,640 shares
    Change vs previous 13F +8,743 shares

    0.21% of the 13F portfolio, value $3,981,189.

    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 20,897 shares
    Change vs previous 13F +8,236 shares

    0.15% of the 13F portfolio, value $2,768,414.

    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 12,661 shares
    Change vs previous 13F +914 shares

    0.1% of the 13F portfolio, value $1,564,953.

    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 11,747 shares
    Change vs previous 13F +162 shares

    0.09% of the 13F portfolio, value $1,323,447.

    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 11,585 shares
    Change vs previous 13F +1,053 shares

    0.09% of the 13F portfolio, value $1,333,804.

    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 10,532 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,206,139.

    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).