Cornerstone Wealth Management, LLC
Holdings in CSWC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $904,495 | 40,835 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $941,794 | 43,083 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $947,830 | 43,005 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $944,560 | 42,319 | Shares | Sole | 2025-04-18 |
| 2024-12-31 | $854,602 | 39,166 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $951,131 | 37,609 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $985,027 | 37,755 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $913,536 | 36,600 | Shares | Sole | 2024-04-19 |
| 2023-12-31 | $792,196 | 33,426 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $725,769 | 31,693 | Shares | Sole | 2023-11-07 |
| 2023-06-30 | $573,043 | 29,059 | Shares | Sole | 2023-07-14 |
| 2023-03-31 | $477,215 | 26,840 | Shares | Sole | 2023-05-15 |
| 2022-09-30 | $277,443 | 16,378 | Shares | Sole | 2022-10-14 |
| 2022-06-30 | $274,071 | 14,879 | Shares | Sole | 2022-08-04 |