Cornerstone Wealth Management, LLC
Holdings in ADV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $645,260 | 29,330 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $1,121,872 | 29,330 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $967,890 | 29,330 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $635,332 | 16,830 | Shares | Sole | 2025-04-18 |