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Cornerstone Wealth Management, LLC: PWB position timeline

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

Cornerstone Wealth Management, LLC held 124,307 PWB 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 124,307 shares
    Change vs previous 13F +19,043 shares

    0.9% of the 13F portfolio, value $20,940,821.

    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 105,264 shares
    Change vs previous 13F +15,502 shares

    0.66% of the 13F portfolio, value $13,255,941.

    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 89,762 shares
    Change vs previous 13F +10,079 shares

    0.59% of the 13F portfolio, value $11,409,706.

    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 79,683 shares
    Change vs previous 13F +440 shares

    0.55% of the 13F portfolio, value $9,993,901.

    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 79,243 shares
    Change vs previous 13F +4,034 shares

    0.57% of the 13F portfolio, value $9,306,316.

    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 75,209 shares
    Change vs previous 13F +3,598 shares

    0.49% of the 13F portfolio, value $7,223,087.

    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 71,611 shares
    Change vs previous 13F +7,624 shares

    0.49% of the 13F portfolio, value $7,285,561.

    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 63,987 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $6,314,336.

    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).