Current Market Value 1,333,386,258
Current Holdings 324
Most Recent File Date 2025-07-28
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Cornerstone Wealth Group, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-28 2025-06-30 13F-HR 324 1,333,386
2025-04-23 2025-03-31 13F-HR 288 1,208,423
2025-01-22 2024-12-31 13F-HR 273 1,225,143
2024-10-25 2024-09-30 13F-HR 265 1,209,120
2024-07-24 2024-06-30 13F-HR 249 1,124,194
2024-04-17 2024-03-31 13F-HR 245 1,087,433
2024-02-13 2023-12-31 13F-HR/A 1 R 145 698,122
2024-01-29 2023-12-31 13F-HR 145 698,122
2023-10-18 2023-09-30 13F-HR 146 563,727
2023-08-02 2023-06-30 13F-HR 145 551,697
2023-04-25 2023-03-31 13F-HR 147 562,351
2023-01-25 2022-12-31 13F-HR 135 528,750
2022-10-19 2022-09-30 13F-HR 125 452,914
2022-07-20 2022-06-30 13F-HR 127 477,884
2022-04-25 2022-03-31 13F-HR 146 544,823
2022-01-25 2021-12-31 13F-HR 149 584,216
2021-10-29 2021-09-30 13F-HR 152 566,028
2021-07-21 2021-06-30 13F-HR 146 490,076
2021-04-26 2021-03-31 13F-HR 156 492,342
2021-01-28 2020-12-31 13F-HR 150 406,960
2020-10-27 2020-09-30 13F-HR 134 365,847
2020-07-27 2020-06-30 13F-HR 127 398,446
2020-05-06 2020-03-31 13F-HR 114 283,682
2020-01-28 2019-12-31 13F-HR 135 369,962
2019-11-05 2019-09-30 13F-HR 122 398,620
2019-08-08 2019-06-30 13F-HR 149 370,976
2019-05-02 2019-03-31 13F-HR 155 398,158