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Disclosery

Cornerstone Wealth Management, LLC: WPC position timeline

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

Cornerstone Wealth Management, LLC held 21,240 WPC 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 21,240 shares
    Change vs previous 13F +254 shares

    0.07% of the 13F portfolio, value $1,518,640.

    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 20,986 shares
    Change vs previous 13F -1,154 shares

    0.07% of the 13F portfolio, value $1,426,198.

    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 22,140 shares
    Change vs previous 13F -574 shares

    0.07% of the 13F portfolio, value $1,424,913.

    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 22,714 shares
    Change vs previous 13F +909 shares

    0.08% of the 13F portfolio, value $1,534,793.

    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 21,805 shares
    Change vs previous 13F -316 shares

    0.08% of the 13F portfolio, value $1,360,207.

    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 22,121 shares
    Change vs previous 13F -1,916 shares

    0.09% of the 13F portfolio, value $1,396,058.

    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 24,037 shares
    Change vs previous 13F +1,104 shares

    0.09% of the 13F portfolio, value $1,309,538.

    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 22,933 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,428,718.

    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).