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Disclosery

Cornerstone Wealth Management, LLC: XEVGX position timeline

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

Cornerstone Wealth Management, LLC held 25,714 XEVGX 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 25,714 shares
    Change vs previous 13F -4,597 shares

    0.01% of the 13F portfolio, value $277,201.

    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 30,311 shares
    Change vs previous 13F -3,008 shares

    0.02% of the 13F portfolio, value $324,028.

    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 33,319 shares
    Change vs previous 13F -7,771 shares

    0.02% of the 13F portfolio, value $363,849.

    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 41,090 shares
    Change vs previous 13F -8,763 shares

    0.03% of the 13F portfolio, value $465,135.

    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 49,853 shares
    Change vs previous 13F -2,127 shares

    0.03% of the 13F portfolio, value $549,881.

    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 51,980 shares
    Change vs previous 13F -6,086 shares

    0.04% of the 13F portfolio, value $570,734.

    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 58,066 shares
    Change vs previous 13F -6,355 shares

    0.04% of the 13F portfolio, value $634,077.

    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 64,421 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $720,225.

    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).