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Cornerstone Wealth Management, LLC: SPTI position timeline

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

Cornerstone Wealth Management, LLC held 240,904 SPTI 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 240,904 shares
    Change vs previous 13F +46,570 shares

    0.29% of the 13F portfolio, value $6,839,276.

    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 194,334 shares
    Change vs previous 13F +31,179 shares

    0.28% of the 13F portfolio, value $5,569,654.

    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 163,155 shares
    Change vs previous 13F +22,953 shares

    0.24% of the 13F portfolio, value $4,705,398.

    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 140,202 shares
    Change vs previous 13F +7,194 shares

    0.22% of the 13F portfolio, value $4,051,859.

    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 133,008 shares
    Change vs previous 13F +11,161 shares

    0.23% of the 13F portfolio, value $3,826,637.

    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 121,847 shares
    Change vs previous 13F +6,900 shares

    0.24% of the 13F portfolio, value $3,482,414.

    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 114,947 shares
    Change vs previous 13F +20,636 shares

    0.22% of the 13F portfolio, value $3,204,728.

    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 94,311 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,740,694.

    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).