Skip to content
Disclosery

Cornerstone Wealth Management, LLC: XAR position timeline

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

Cornerstone Wealth Management, LLC held 12,776 XAR 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 12,776 shares
    Change vs previous 13F +1,320 shares

    0.16% of the 13F portfolio, value $3,625,810.

    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 11,456 shares
    Change vs previous 13F +979 shares

    0.15% of the 13F portfolio, value $2,909,645.

    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 10,477 shares
    Change vs previous 13F +1,187 shares

    0.13% of the 13F portfolio, value $2,527,452.

    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 9,290 shares
    Change vs previous 13F +5,127 shares

    0.12% of the 13F portfolio, value $2,182,677.

    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 4,163 shares
    Change vs previous 13F +545 shares

    0.05% of the 13F portfolio, value $878,187.

    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 3,618 shares
    Change vs previous 13F +1,241 shares

    0.04% of the 13F portfolio, value $581,395.

    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 2,377 shares
    Change vs previous 13F +217 shares

    0.03% of the 13F portfolio, value $394,159.

    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 2,160 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $339,855.

    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).