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Cornerstone Wealth Management, LLC: TOTL position timeline

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

Cornerstone Wealth Management, LLC held 335,057 TOTL 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 335,057 shares
    Change vs previous 13F +67,234 shares

    0.57% of the 13F portfolio, value $13,224,675.

    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 267,823 shares
    Change vs previous 13F +45,161 shares

    0.53% of the 13F portfolio, value $10,640,610.

    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 222,662 shares
    Change vs previous 13F +35,367 shares

    0.47% of the 13F portfolio, value $8,962,209.

    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 187,295 shares
    Change vs previous 13F +11,469 shares

    0.42% of the 13F portfolio, value $7,598,539.

    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 175,826 shares
    Change vs previous 13F +17,746 shares

    0.43% of the 13F portfolio, value $7,052,410.

    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 158,080 shares
    Change vs previous 13F +13,764 shares

    0.43% of the 13F portfolio, value $6,369,037.

    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 144,316 shares
    Change vs previous 13F +25,945 shares

    0.38% of the 13F portfolio, value $5,684,611.

    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 118,371 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $4,900,562.

    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).