Skip to content
Disclosery

Cornerstone Wealth Management, LLC: VIG position timeline

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

Cornerstone Wealth Management, LLC held 78,197 VIG 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 78,197 shares
    Change vs previous 13F -6,952 shares

    0.8% of the 13F portfolio, value $18,502,874.

    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 85,149 shares
    Change vs previous 13F -10,878 shares

    0.92% of the 13F portfolio, value $18,312,113.

    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 96,027 shares
    Change vs previous 13F -506 shares

    1.1% of the 13F portfolio, value $21,104,778.

    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 96,533 shares
    Change vs previous 13F +79 shares

    1.15% of the 13F portfolio, value $20,830,910.

    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 96,454 shares
    Change vs previous 13F +2,635 shares

    1.2% of the 13F portfolio, value $19,741,231.

    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 93,819 shares
    Change vs previous 13F -549 shares

    1.23% of the 13F portfolio, value $18,199,932.

    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 94,368 shares
    Change vs previous 13F -1,171 shares

    1.25% of the 13F portfolio, value $18,480,121.

    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 95,539 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $18,922,365.

    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).