Skip to content
Disclosery

Cornerstone Wealth Management, LLC: VOE position timeline

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

Cornerstone Wealth Management, LLC held 9,368 VOE 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 9,368 shares
    Change vs previous 13F -140 shares

    0.08% of the 13F portfolio, value $1,851,106.

    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 9,508 shares
    Change vs previous 13F -722 shares

    0.09% of the 13F portfolio, value $1,752,089.

    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 10,230 shares
    Change vs previous 13F -356 shares

    0.09% of the 13F portfolio, value $1,814,502.

    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 10,586 shares
    Change vs previous 13F +378 shares

    0.1% of the 13F portfolio, value $1,848,137.

    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 10,208 shares
    Change vs previous 13F +1,168 shares

    0.1% of the 13F portfolio, value $1,678,764.

    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 9,040 shares
    Change vs previous 13F +204 shares

    0.1% of the 13F portfolio, value $1,451,339.

    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 8,836 shares
    Change vs previous 13F +1,126 shares

    0.1% of the 13F portfolio, value $1,429,442.

    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 7,710 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,292,762.

    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).