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Cornerstone Wealth Management, LLC: SPYG position timeline

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

Cornerstone Wealth Management, LLC held 219,731 SPYG 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 219,731 shares
    Change vs previous 13F +27,929 shares

    1.12% of the 13F portfolio, value $26,145,843.

    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 191,802 shares
    Change vs previous 13F +21,692 shares

    0.94% of the 13F portfolio, value $18,779,292.

    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 170,110 shares
    Change vs previous 13F +11,773 shares

    0.94% of the 13F portfolio, value $18,150,781.

    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 158,337 shares
    Change vs previous 13F -992 shares

    0.91% of the 13F portfolio, value $16,547,783.

    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 159,329 shares
    Change vs previous 13F +6,039 shares

    0.92% of the 13F portfolio, value $15,187,205.

    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 153,290 shares
    Change vs previous 13F +4,424 shares

    0.83% of the 13F portfolio, value $12,319,921.

    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 148,866 shares
    Change vs previous 13F +9,909 shares

    0.88% of the 13F portfolio, value $13,085,350.

    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 138,957 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $11,525,125.

    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).