Wealth Management Nebraska
Position in CRF — Cornerstone Total Return Fund Inc
CIK 2042783
Norfolk, NE
Position in CRF
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$150,069
-$794 QoQ
Shares Held
20,901
-3.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#50
of 89 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRF Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealth Management Nebraska holds $150,069 across 1 Asset Management name. CRF ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRF |
Cornerstone Total Return Fund Inc
This page
|
20,901 | $150,069 |
All Filings in CRF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,069 | 20,901 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $150,863 | 21,707 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $164,573 | 20,546 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $165,270 | 20,556 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $157,929 | 20,378 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $135,455 | 19,243 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $161,097 | 18,909 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||