Cornerstone Wealth Management, LLC: VRT position timeline

Cornerstone Wealth Management, LLC held 4,691 VRT 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 4,691 shares

   Change vs previous 13F -762 shares

   0.07% of the 13F portfolio, value $1,570,659.

   13F-HR 0001674117-26-000004 filed by Cornerstone Wealth Management, LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 5,453 shares

   Change vs previous 13F +100 shares

   0.07% of the 13F portfolio, value $1,366,420.

   13F-HR 0001674117-26-000002 filed by Cornerstone Wealth Management, LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 5,353 shares

   Change vs previous 13F +1,321 shares

   0.05% of the 13F portfolio, value $867,240.

   13F-HR 0001674117-26-000001 filed by Cornerstone Wealth Management, LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 4,032 shares

   Change vs previous 13F +198 shares

   0.03% of the 13F portfolio, value $608,278.

   13F-HR 0001674117-25-000003 filed by Cornerstone Wealth Management, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 3,834 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $492,328.

   13F-HR 0001085146-25-004917 filed by Cornerstone Wealth Management, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).