Cornerstone Wealth Management, LLC: SPYI position timeline

Cornerstone Wealth Management, LLC held 11,349 SPYI 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 11,349 shares

   Change vs previous 13F +490 shares

   0.03% of the 13F portfolio, value $602,539.

   13F-HR 0001674117-26-000004 filed by Cornerstone Wealth Management, LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 10,859 shares

   Change vs previous 13F +266 shares

   0.03% of the 13F portfolio, value $536,099.

   13F-HR 0001674117-26-000002 filed by Cornerstone Wealth Management, LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 10,593 shares

   Change vs previous 13F -338 shares

   0.03% of the 13F portfolio, value $556,427.

   13F-HR 0001674117-26-000001 filed by Cornerstone Wealth Management, LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 10,931 shares

   Change vs previous 13F +305 shares

   0.03% of the 13F portfolio, value $571,703.

   13F-HR 0001674117-25-000003 filed by Cornerstone Wealth Management, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 10,626 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $534,700.

   13F-HR 0001085146-25-004917 filed by Cornerstone Wealth Management, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).