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Cornerstone Wealth Partners, LLC: DFSD position timeline

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

Cornerstone Wealth Partners, LLC held 529,635 DFSD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 529,635 shares
    Change vs previous 13F +73,004 shares

    11.76% of the 13F portfolio, value $25,290,070.

    13F-HR 0001999371-26-016800 filed by Cornerstone Wealth Partners, 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 456,631 shares
    Change vs previous 13F +93,753 shares

    12.4% of the 13F portfolio, value $21,863,458.

    13F-HR 0001999371-26-010548 filed by Cornerstone Wealth Partners, 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 362,878 shares
    Change vs previous 13F not available

    12.08% of the 13F portfolio, value $17,400,054.

    13F-HR 0001999371-26-003372 filed by Cornerstone Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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