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Cornerstone Wealth Management, LLC: SPIB position timeline

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

Cornerstone Wealth Management, LLC held 584,745 SPIB 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 584,745 shares
    Change vs previous 13F +115,213 shares

    0.84% of the 13F portfolio, value $19,565,585.

    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 469,532 shares
    Change vs previous 13F +78,948 shares

    0.79% of the 13F portfolio, value $15,748,098.

    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 390,584 shares
    Change vs previous 13F +56,265 shares

    0.69% of the 13F portfolio, value $13,205,640.

    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 334,319 shares
    Change vs previous 13F +18,148 shares

    0.63% of the 13F portfolio, value $11,330,074.

    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 316,171 shares
    Change vs previous 13F +35,742 shares

    0.64% of the 13F portfolio, value $10,617,025.

    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 280,429 shares
    Change vs previous 13F +19,795 shares

    0.63% of the 13F portfolio, value $9,321,457.

    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 260,634 shares
    Change vs previous 13F +47,250 shares

    0.58% of the 13F portfolio, value $8,538,380.

    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 213,384 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $7,193,180.

    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).