Skip to content
Disclosery

Cornerstone Wealth Partners, LLC: IVV position timeline

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

Cornerstone Wealth Partners, LLC held 16,875 IVV 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 16,875 shares
    Change vs previous 13F +2,299 shares

    5.87% of the 13F portfolio, value $12,637,547.

    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 14,576 shares
    Change vs previous 13F +2,500 shares

    5.4% of the 13F portfolio, value $9,520,638.

    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 12,076 shares
    Change vs previous 13F not available

    5.74% of the 13F portfolio, value $8,265,363.

    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).