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Cornerstone Wealth Management, LLC: SPAB position timeline

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

Cornerstone Wealth Management, LLC held 557,829 SPAB 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 557,829 shares
    Change vs previous 13F +104,663 shares

    0.61% of the 13F portfolio, value $14,235,783.

    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 453,166 shares
    Change vs previous 13F +69,688 shares

    0.58% of the 13F portfolio, value $11,610,102.

    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 383,478 shares
    Change vs previous 13F +54,021 shares

    0.51% of the 13F portfolio, value $9,874,636.

    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 329,457 shares
    Change vs previous 13F +26,733 shares

    0.47% of the 13F portfolio, value $8,516,492.

    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 302,724 shares
    Change vs previous 13F +30,678 shares

    0.47% of the 13F portfolio, value $7,749,728.

    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 272,046 shares
    Change vs previous 13F +19,347 shares

    0.47% of the 13F portfolio, value $6,948,057.

    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 252,699 shares
    Change vs previous 13F +226,893 shares

    0.43% of the 13F portfolio, value $6,314,954.

    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 25,806 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $674,569.

    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).