Cornerstone Wealth Management, LLC: VDC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Wealth Management, LLC on VDC, newest first. How the timeline and the estimate are built.
Cornerstone Wealth Management, LLC held 1,743 VDC shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 1,743 sharesChange vs previous 13F -76 shares
0.02% of the 13F portfolio, value $393,059.
13F-HR 0001674117-26-000004 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,819 sharesChange vs previous 13F +9 shares
0.02% of the 13F portfolio, value $408,614.
13F-HR 0001674117-26-000002 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,810 sharesChange vs previous 13F -114 shares
0.02% of the 13F portfolio, value $382,279.
13F-HR 0001674117-26-000001 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,924 sharesChange vs previous 13F +158 shares
0.02% of the 13F portfolio, value $411,315.
13F-HR 0001674117-25-000003 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,766 sharesChange vs previous 13F +9 shares
0.02% of the 13F portfolio, value $386,738.
13F-HR 0001085146-25-004917 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,757 sharesChange vs previous 13F +8 shares
0.03% of the 13F portfolio, value $384,479.
13F-HR 0001085146-25-002197 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,749 sharesChange vs previous 13F +108 shares
0.02% of the 13F portfolio, value $369,617.
13F-HR 0001085146-25-000321 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,641 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $358,554.
13F-HR 0001085146-24-004949 filed by Cornerstone Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).