Cornerstone Wealth Management, LLC
Holdings in PDX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $300,179 | 15,984 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $410,098 | 16,450 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $401,647 | 16,294 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $408,811 | 16,659 | Shares | Sole | 2025-04-18 |
| 2024-12-31 | $390,225 | 14,934 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $350,075 | 14,840 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $307,441 | 13,799 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $288,880 | 13,620 | Shares | Sole | 2024-04-19 |
| 2023-12-31 | $263,454 | 12,864 | Shares | Sole | 2024-01-10 |