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Cornerstone Wealth Management, LLC: PRFZ position timeline

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

Cornerstone Wealth Management, LLC held 122,475 PRFZ 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 122,475 shares
    Change vs previous 13F -1,203 shares

    0.29% of the 13F portfolio, value $6,830,418.

    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 123,678 shares
    Change vs previous 13F -126 shares

    0.28% of the 13F portfolio, value $5,673,100.

    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 123,804 shares
    Change vs previous 13F -6,683 shares

    0.3% of the 13F portfolio, value $5,681,376.

    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 130,487 shares
    Change vs previous 13F -1,435 shares

    0.33% of the 13F portfolio, value $5,926,736.

    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 131,922 shares
    Change vs previous 13F +2,111 shares

    0.33% of the 13F portfolio, value $5,365,280.

    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 129,811 shares
    Change vs previous 13F +1,545 shares

    0.33% of the 13F portfolio, value $4,914,645.

    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 128,266 shares
    Change vs previous 13F -1,015 shares

    0.36% of the 13F portfolio, value $5,337,146.

    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 129,281 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $5,371,652.

    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).