Cornerstone Wealth Management, LLCETFConcentrated long-term

CIK: 0001674117 | ST. PETERS, MO

Q2 2026 vs Q3 2026 Comparison Profile

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	753	$2.4B	2026-11-04	SEC ↗
Q2 2026	13F-HR	745	$2.3B	2026-07-22	SEC ↗
Q1 2026	13F-HR	712	$2.0B	2026-04-24	SEC ↗
Q4 2025	13F-HR	690	$1.9B	2026-02-05	SEC ↗
Q3 2025	13F-HR	679	$1.8B	2025-11-04	SEC ↗
Q2 2025	13F-HR	649	$1.6B	2025-08-12	SEC ↗
Q1 2025	13F-HR	606	$1.5B	2025-04-18	SEC ↗
Q4 2024	13F-HR	580	$1.5B	2025-01-21	SEC ↗
Q3 2024	13F-HR	566	$1.4B	2024-10-16	SEC ↗
Q2 2024	13F-HR	556	$1.3B	2024-07-16	SEC ↗
Q1 2024	13F-HR	535	$1.2B	2024-04-19	SEC ↗
Q4 2023	13F-HR	520	$1.2B	2024-01-10	SEC ↗
Q3 2023	13F-HR	524	$1.1B	2023-11-07	SEC ↗
Q2 2023	13F-HR	502	$1.1B	2023-07-14	SEC ↗
Q1 2023	13F-HR	469	$1.0B	2023-05-15	SEC ↗
Q3 2022	13F-HR	443	$35.3M	2022-10-14	SEC ↗
Q2 2022	13F-HR	446	$27.4M	2022-08-04	SEC ↗
Q1 2022	13F-HR	461	$26.0M	2022-04-21	SEC ↗
Q4 2021	13F-HR	499	$23.5M	2022-02-14	SEC ↗
Q3 2021	13F-HR	452	$24.8M	2021-11-12	SEC ↗
Q2 2021	13F-HR	475	$27.4M	2021-08-09	SEC ↗
Q1 2021	13F-HR	454	$23.0M	2021-04-30	SEC ↗
Q4 2020	13F-HR	421	$20.8M	2021-01-29	SEC ↗
Q3 2020	13F-HR	389	$13.9M	2020-10-13	SEC ↗
Q2 2020	13F-HR	377	$13.0M	2020-07-16	SEC ↗
Q1 2020	13F-HR	346	$10.6M	2020-05-13	SEC ↗
Q4 2019	13F-HR	350	$13.2M	2020-02-20	SEC ↗
Q3 2019	13F-HR	345	$8.6M	2019-10-29	SEC ↗
Q2 2019	13F-HR	509	$8.1M	2019-08-02	SEC ↗
Q1 2019	13F-HR	742	$829.4K	2019-05-13	SEC ↗
Q4 2018	13F-HR	331	$5.3M	2019-02-13	SEC ↗
Q3 2018	13F-HR	1630	$13.2M	2018-10-19	SEC ↗
Q2 2018	13F-HR	1829	$11.5M	2018-07-20	SEC ↗
Q1 2018	13F-HR	540	$524.2K	2018-04-24	SEC ↗
Q4 2017	13F-HR	408	$532.9K	2018-02-09	SEC ↗
Q3 2017	13F-HR	386	$1.2M	2017-11-14	SEC ↗
Q2 2017	13F-HR	387	$965.4K	2017-08-11	SEC ↗
Q1 2017	13F-HR	341	$2.3M	2017-05-12	SEC ↗
Q4 2016	13F-HR	279	$2.6M	2017-02-14	SEC ↗
Q3 2016	13F-HR	272	$2.0M	2016-10-31	SEC ↗
Q1 2016	13F-HR	94	$131.7K	2016-05-16	SEC ↗