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Cornerstone Wealth Management, LLC: SPYM position timeline

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

Cornerstone Wealth Management, LLC held 664,572 SPYM 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 664,572 shares
    Change vs previous 13F +33,569 shares

    2.51% of the 13F portfolio, value $58,402,596.

    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 631,003 shares
    Change vs previous 13F +28,837 shares

    2.42% of the 13F portfolio, value $48,297,011.

    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 602,166 shares
    Change vs previous 13F +22,740 shares

    2.51% of the 13F portfolio, value $48,305,802.

    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 579,426 shares
    Change vs previous 13F +29,455 shares

    2.51% of the 13F portfolio, value $45,392,217.

    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 549,971 shares
    Change vs previous 13F +1,600 shares

    2.43% of the 13F portfolio, value $39,977,353.

    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 548,371 shares
    Change vs previous 13F +9,196 shares

    2.44% of the 13F portfolio, value $36,060,871.

    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 539,175 shares
    Change vs previous 13F +3,311 shares

    2.51% of the 13F portfolio, value $37,170,775.

    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 535,864 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $36,176,203.

    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).