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Cornerstone Wealth Management, LLC: UL position timeline

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

Cornerstone Wealth Management, LLC held 8,699 UL 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 8,699 shares
    Change vs previous 13F +2,314 shares

    0.02% of the 13F portfolio, value $522,953.

    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 6,385 shares
    Change vs previous 13F +2,349 shares

    0.02% of the 13F portfolio, value $363,748.

    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 4,036 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $263,947.

    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).