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Cornerstone Wealth Management, LLC: RDVY position timeline

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

Cornerstone Wealth Management, LLC held 177,837 RDVY 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 177,837 shares
    Change vs previous 13F -556 shares

    0.62% of the 13F portfolio, value $14,415,451.

    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 178,393 shares
    Change vs previous 13F +9,869 shares

    0.61% of the 13F portfolio, value $12,180,689.

    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 168,524 shares
    Change vs previous 13F +4,446 shares

    0.61% of the 13F portfolio, value $11,707,390.

    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 164,078 shares
    Change vs previous 13F +7,913 shares

    0.61% of the 13F portfolio, value $11,035,872.

    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 156,165 shares
    Change vs previous 13F +26,315 shares

    0.59% of the 13F portfolio, value $9,797,815.

    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 129,850 shares
    Change vs previous 13F +9,689 shares

    0.51% of the 13F portfolio, value $7,601,442.

    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 120,161 shares
    Change vs previous 13F +28,960 shares

    0.48% of the 13F portfolio, value $7,106,349.

    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 91,201 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $5,400,029.

    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).