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Cornerstone Wealth Management, LLC: SPYV position timeline

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

Cornerstone Wealth Management, LLC held 61,650 SPYV 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 61,650 shares
    Change vs previous 13F -3,068 shares

    0.16% of the 13F portfolio, value $3,747,727.

    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 64,718 shares
    Change vs previous 13F +183 shares

    0.18% of the 13F portfolio, value $3,661,733.

    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 64,535 shares
    Change vs previous 13F +1,122 shares

    0.19% of the 13F portfolio, value $3,666,216.

    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 63,413 shares
    Change vs previous 13F -530 shares

    0.19% of the 13F portfolio, value $3,508,645.

    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 63,943 shares
    Change vs previous 13F -993 shares

    0.2% of the 13F portfolio, value $3,346,765.

    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 64,936 shares
    Change vs previous 13F +3,662 shares

    0.22% of the 13F portfolio, value $3,316,308.

    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 61,274 shares
    Change vs previous 13F +5,843 shares

    0.21% of the 13F portfolio, value $3,133,544.

    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 55,431 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,930,063.

    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).