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Cornerstone Wealth Management, LLC: SPMO position timeline

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

Cornerstone Wealth Management, LLC held 43,530 SPMO 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 43,530 shares
    Change vs previous 13F +929 shares

    0.3% of the 13F portfolio, value $7,031,869.

    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 42,601 shares
    Change vs previous 13F +1,151 shares

    0.24% of the 13F portfolio, value $4,776,039.

    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 41,450 shares
    Change vs previous 13F +1,733 shares

    0.26% of the 13F portfolio, value $4,945,862.

    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 39,717 shares
    Change vs previous 13F +26,829 shares

    0.27% of the 13F portfolio, value $4,808,151.

    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 12,888 shares
    Change vs previous 13F +2,305 shares

    0.09% of the 13F portfolio, value $1,449,531.

    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 10,583 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $979,220.

    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).