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Cornerstone Wealth Management, LLC: SPSM position timeline

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

Cornerstone Wealth Management, LLC held 120,105 SPSM 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 120,105 shares
    Change vs previous 13F +814 shares

    0.3% of the 13F portfolio, value $6,926,465.

    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 119,291 shares
    Change vs previous 13F +236 shares

    0.29% of the 13F portfolio, value $5,764,156.

    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 119,055 shares
    Change vs previous 13F -2,333 shares

    0.29% of the 13F portfolio, value $5,578,920.

    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 121,388 shares
    Change vs previous 13F -3,408 shares

    0.31% of the 13F portfolio, value $5,622,693.

    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 124,796 shares
    Change vs previous 13F -4,903 shares

    0.32% of the 13F portfolio, value $5,316,321.

    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 129,699 shares
    Change vs previous 13F -2,957 shares

    0.36% of the 13F portfolio, value $5,286,530.

    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 132,656 shares
    Change vs previous 13F +7,688 shares

    0.4% of the 13F portfolio, value $5,958,903.

    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 124,968 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $5,687,300.

    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).