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Disclosery

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

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

W.H. Cornerstone Investments Inc. held 48,987 SCHB 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 48,987 shares
    Change vs previous 13F +639 shares

    0.8% of the 13F portfolio, value $1,418,669.

    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 48,348 shares
    Change vs previous 13F -13,289 shares

    0.76% of the 13F portfolio, value $1,213,523.

    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 61,637 shares
    Change vs previous 13F +13,543 shares

    0.97% of the 13F portfolio, value $1,616,747.

    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 48,094 shares
    Change vs previous 13F +12 shares

    0.75% of the 13F portfolio, value $1,236,500.

    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 48,082 shares
    Change vs previous 13F +5,401 shares

    0.73% of the 13F portfolio, value $1,145,792.

    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 42,681 shares
    Change vs previous 13F +2,766 shares

    0.63% of the 13F portfolio, value $918,930.

    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 39,915 shares
    Change vs previous 13F +31,690 shares

    0.6% of the 13F portfolio, value $906,066.

    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 8,225 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $547,000.

    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).