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Cornerstone Wealth Management, LLC: XMHQ position timeline

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

Cornerstone Wealth Management, LLC held 93,077 XMHQ 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 93,077 shares
    Change vs previous 13F +5,616 shares

    0.45% of the 13F portfolio, value $10,506,522.

    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 87,461 shares
    Change vs previous 13F +5,301 shares

    0.45% of the 13F portfolio, value $9,040,804.

    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 82,160 shares
    Change vs previous 13F +9,709 shares

    0.44% of the 13F portfolio, value $8,414,799.

    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 72,451 shares
    Change vs previous 13F +2,457 shares

    0.42% of the 13F portfolio, value $7,604,503.

    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 69,994 shares
    Change vs previous 13F +6,915 shares

    0.42% of the 13F portfolio, value $6,876,226.

    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 63,079 shares
    Change vs previous 13F -12,572 shares

    0.39% of the 13F portfolio, value $5,773,634.

    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 75,651 shares
    Change vs previous 13F +4,614 shares

    0.5% of the 13F portfolio, value $7,449,344.

    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 71,037 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $7,287,007.

    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).