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Cornerstone Wealth Management, LLC: SPMD position timeline

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

Cornerstone Wealth Management, LLC held 1,107,956 SPMD 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 1,107,956 shares
    Change vs previous 13F -8,168 shares

    3.22% of the 13F portfolio, value $74,853,477.

    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 1,116,124 shares
    Change vs previous 13F +1,086 shares

    3.31% of the 13F portfolio, value $66,096,873.

    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 1,115,038 shares
    Change vs previous 13F +18,009 shares

    3.36% of the 13F portfolio, value $64,571,868.

    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 1,097,029 shares
    Change vs previous 13F +24,253 shares

    3.47% of the 13F portfolio, value $62,739,110.

    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 1,072,776 shares
    Change vs previous 13F +34,344 shares

    3.54% of the 13F portfolio, value $58,337,646.

    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 1,038,432 shares
    Change vs previous 13F +43,581 shares

    3.6% of the 13F portfolio, value $53,147,055.

    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 994,851 shares
    Change vs previous 13F +46,530 shares

    3.67% of the 13F portfolio, value $54,408,384.

    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 948,321 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $51,854,118.

    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).