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Cornerstone Wealth Management, LLC: SPHQ position timeline

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

Cornerstone Wealth Management, LLC held 148,333 SPHQ 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 148,333 shares
    Change vs previous 13F +1,421 shares

    0.57% of the 13F portfolio, value $13,364,787.

    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 146,912 shares
    Change vs previous 13F +37,545 shares

    0.55% of the 13F portfolio, value $11,046,291.

    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 109,367 shares
    Change vs previous 13F +1,445 shares

    0.43% of the 13F portfolio, value $8,208,040.

    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 107,922 shares
    Change vs previous 13F -141 shares

    0.44% of the 13F portfolio, value $7,909,569.

    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 108,063 shares
    Change vs previous 13F +1,487 shares

    0.47% of the 13F portfolio, value $7,700,562.

    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 106,576 shares
    Change vs previous 13F +159 shares

    0.48% of the 13F portfolio, value $7,070,254.

    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 106,417 shares
    Change vs previous 13F -1,575 shares

    0.48% of the 13F portfolio, value $7,133,140.

    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 107,992 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $7,264,653.

    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).