Cornerstone Wealth Management, LLC
CIK
0001674117
City
ST. PETERS
State / Country
MO
Holdings in PTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $847,800 | 65,721 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $961,776 | 66,605 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $916,975 | 65,922 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $964,872 | 66,727 | Shares | Sole | 2025-04-18 |
| 2024-12-31 | $952,443 | 66,280 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $955,337 | 66,389 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $967,384 | 67,602 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $999,055 | 67,186 | Shares | Sole | 2024-04-19 |
| 2023-12-31 | $915,691 | 69,161 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $682,593 | 52,226 | Shares | Sole | 2023-11-07 |
| 2023-06-30 | $738,808 | 52,772 | Shares | Sole | 2023-07-14 |
| 2023-03-31 | $657,892 | 52,758 | Shares | Sole | 2023-05-15 |
| 2022-09-30 | $686,752 | 58,447 | Shares | Sole | 2022-10-14 |
| 2022-06-30 | $706,039 | 56,438 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $906,064 | 59,027 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $988,265 | 59,750 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $1,184,954 | 64,787 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $1,287,022 | 65,034 | Shares | Sole | 2021-08-09 |
| 2021-03-31 | $1,193,012 | 65,299 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $1,158,572 | 64,906 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $1,041,546 | 64,572 | Shares | Sole | 2020-10-13 |
| 2020-06-30 | $954,935 | 61,569 | Shares | Sole | 2020-07-16 |
| 2020-03-31 | $782,849 | 60,639 | Shares | Sole | 2020-05-13 |