Skip to main content

Cornerstone Wealth Management, LLC

SEC CIK
0001674117
Latest filing
Jul 22, 2026

KEY holding history

Keycorp in every 13F filed by Cornerstone Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KEY overviewAll 13F holders of KEYFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q3 2023
Holdings of KEY by Cornerstone Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−13,670−100.0%Sold outHolders
Q1 202613,670$274.1K<0.1%−612−4.3%ReducedHolders
Q4 202514,282$294.8K<0.1%+40.0%AddedHolders
Q3 202514,278$266.8K<0.1%−1,394−8.9%ReducedHolders
Q2 202515,672$273.0K<0.1%+1,106+7.6%AddedHolders
Q1 202514,566$232.9K<0.1%+14,566NewHolders
Q3 20240$00.0%−12,340−100.0%Sold outHolders
Q2 202412,340$175.4K<0.1%+28+0.2%AddedHolders
Q1 202412,312$194.7K<0.1%−25−0.2%ReducedHolders
Q4 202312,337$177.7K<0.1%+732+6.3%AddedHolders
Q3 202311,605$124.9K<0.1%+11,605NewHolders