Cornerstone Wealth Management, LLC
Holdings in FDUS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $581,412 | 30,125 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $563,065 | 27,792 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $548,894 | 27,173 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $513,991 | 25,208 | Shares | Sole | 2025-04-18 |
| 2024-12-31 | $450,374 | 21,426 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $380,965 | 19,437 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $342,828 | 17,599 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $314,596 | 15,937 | Shares | Sole | 2024-04-19 |
| 2023-12-31 | $221,532 | 11,251 | Shares | Sole | 2024-01-10 |