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Cornerstone Wealth Management, LLC: USMV position timeline

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

Cornerstone Wealth Management, LLC held 253,692 USMV 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 253,692 shares
    Change vs previous 13F -2,362 shares

    1.05% of the 13F portfolio, value $24,471,155.

    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 256,054 shares
    Change vs previous 13F +2,292 shares

    1.19% of the 13F portfolio, value $23,746,505.

    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 253,762 shares
    Change vs previous 13F +5,018 shares

    1.24% of the 13F portfolio, value $23,894,217.

    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 248,744 shares
    Change vs previous 13F -4,798 shares

    1.31% of the 13F portfolio, value $23,665,480.

    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 253,542 shares
    Change vs previous 13F -3,544 shares

    1.44% of the 13F portfolio, value $23,799,957.

    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 257,086 shares
    Change vs previous 13F -1,310 shares

    1.63% of the 13F portfolio, value $24,078,712.

    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 258,396 shares
    Change vs previous 13F -215 shares

    1.55% of the 13F portfolio, value $22,942,949.

    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 258,611 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $23,613,816.

    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).