Cornerstone Wealth Management, LLC: SJM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Wealth Management, LLC on SJM, newest first. How the timeline and the estimate are built.
Cornerstone Wealth Management, LLC held 6,143 SJM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 6,143 sharesChange vs previous 13F +785 shares
0.03% of the 13F portfolio, value $691,098.
13F-HR 0001674117-26-000004 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,358 sharesChange vs previous 13F +350 shares
0.03% of the 13F portfolio, value $516,726.
13F-HR 0001674117-26-000002 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,008 sharesChange vs previous 13F +945 shares
0.03% of the 13F portfolio, value $489,846.
13F-HR 0001674117-26-000001 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,063 sharesChange vs previous 13F +1,046 shares
0.02% of the 13F portfolio, value $441,242.
13F-HR 0001674117-25-000003 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,017 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $296,270.
13F-HR 0001085146-25-004917 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).