Skip to content
Disclosery

Cornerstone Wealth Management, LLC: SBRA position timeline

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

Cornerstone Wealth Management, LLC held 96,156 SBRA 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 96,156 shares
    Change vs previous 13F +13,200 shares

    0.08% of the 13F portfolio, value $1,876,046.

    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 82,956 shares
    Change vs previous 13F +10,625 shares

    0.08% of the 13F portfolio, value $1,595,283.

    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 72,331 shares
    Change vs previous 13F +32,550 shares

    0.07% of the 13F portfolio, value $1,369,955.

    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 39,781 shares
    Change vs previous 13F +28,625 shares

    0.04% of the 13F portfolio, value $741,517.

    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 11,156 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $205,716.

    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).