Skip to content
Disclosery

Cornerstone Wealth Management, LLC: SPTL position timeline

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

Cornerstone Wealth Management, LLC held 56,779 SPTL 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 56,779 shares
    Change vs previous 13F +4,322 shares

    0.06% of the 13F portfolio, value $1,489,326.

    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 52,457 shares
    Change vs previous 13F -2,106 shares

    0.07% of the 13F portfolio, value $1,379,625.

    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 54,563 shares
    Change vs previous 13F -2,078 shares

    0.08% of the 13F portfolio, value $1,444,290.

    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 56,641 shares
    Change vs previous 13F -1,613 shares

    0.08% of the 13F portfolio, value $1,526,480.

    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 58,254 shares
    Change vs previous 13F +6,132 shares

    0.09% of the 13F portfolio, value $1,548,402.

    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 52,122 shares
    Change vs previous 13F +13,395 shares

    0.1% of the 13F portfolio, value $1,420,837.

    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 38,727 shares
    Change vs previous 13F +2,136 shares

    0.07% of the 13F portfolio, value $1,014,262.

    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 36,591 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,063,696.

    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).