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Disclosery

W.H. Cornerstone Investments Inc.: MUNI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of W.H. Cornerstone Investments Inc. on MUNI, newest first. How the timeline and the estimate are built.

W.H. Cornerstone Investments Inc. held 28,288 MUNI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,288 shares
    Change vs previous 13F +1,500 shares

    0.84% of the 13F portfolio, value $1,487,974.

    13F-HR 0002063364-26-000289 filed by W.H. Cornerstone Investments Inc.
    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 26,788 shares
    Change vs previous 13F +7,462 shares

    0.87% of the 13F portfolio, value $1,398,067.

    13F-HR 0002063364-26-000122 filed by W.H. Cornerstone Investments Inc.
    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 19,326 shares
    Change vs previous 13F -1,956 shares

    0.61% of the 13F portfolio, value $1,012,896.

    13F-HR 0002063364-26-000064 filed by W.H. Cornerstone Investments Inc.
    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 21,282 shares
    Change vs previous 13F +1,006 shares

    0.68% of the 13F portfolio, value $1,112,637.

    13F-HR 0002063364-25-000270 filed by W.H. Cornerstone Investments Inc.
    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 20,276 shares
    Change vs previous 13F -1,553 shares

    0.66% of the 13F portfolio, value $1,041,389.

    13F-HR 0002063364-25-000189 filed by W.H. Cornerstone Investments Inc.
    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 21,829 shares
    Change vs previous 13F +175 shares

    0.78% of the 13F portfolio, value $1,125,298.

    13F-HR 0002063364-25-000081 filed by W.H. Cornerstone Investments Inc.
    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 21,654 shares
    Change vs previous 13F +184 shares

    0.75% of the 13F portfolio, value $1,120,175.

    13F-HR 0001940823-25-000002 filed by W.H. Cornerstone Investments Inc.
    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 21,470 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,137,000.

    13F-HR 0001940823-24-000010 filed by W.H. Cornerstone Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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