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Cornerstone Wealth Management, LLC: PRF position timeline

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

Cornerstone Wealth Management, LLC held 399,520 PRF 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 399,520 shares
    Change vs previous 13F +55,586 shares

    0.93% of the 13F portfolio, value $21,586,087.

    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 343,934 shares
    Change vs previous 13F +39,441 shares

    0.82% of the 13F portfolio, value $16,347,167.

    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 304,493 shares
    Change vs previous 13F +28,563 shares

    0.74% of the 13F portfolio, value $14,286,784.

    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 275,930 shares
    Change vs previous 13F +5,169 shares

    0.69% of the 13F portfolio, value $12,474,796.

    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 270,761 shares
    Change vs previous 13F +26,195 shares

    0.69% of the 13F portfolio, value $11,445,070.

    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 244,566 shares
    Change vs previous 13F +9,906 shares

    0.67% of the 13F portfolio, value $9,882,943.

    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 234,660 shares
    Change vs previous 13F +20,494 shares

    0.64% of the 13F portfolio, value $9,466,177.

    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 214,166 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $8,701,572.

    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).