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Cornerstone Wealth Management, LLC: TRFK position timeline

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

Cornerstone Wealth Management, LLC held 13,236 TRFK 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 13,236 shares
    Change vs previous 13F +3,683 shares

    0.06% of the 13F portfolio, value $1,412,322.

    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 9,553 shares
    Change vs previous 13F +362 shares

    0.03% of the 13F portfolio, value $594,596.

    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 9,191 shares
    Change vs previous 13F +1,481 shares

    0.03% of the 13F portfolio, value $588,751.

    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 7,710 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $515,958.

    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).