Cornerstone Wealth Management, LLC

SEC CIK: 0001674117
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

LPLA holding history

LPL Financial Holdings Inc. 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.

LPLA overview All 13F holders of LPLA Full Q2 2026 holdings

Shares (Q2 2026): 10,662
Value: $3.00M
% of portfolio: 0.1%
Quarters held: 21; Since Q1 2021

Holdings of LPLA by Cornerstone Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,662	$3.00M	0.1%	−1,205−10.2%	Reduced	Holders
Q1 2026	11,867	$3.57M	0.2%	+17+0.1%	Added	Holders
Q4 2025	11,850	$4.23M	0.2%	+361+3.1%	Added	Holders
Q3 2025	11,489	$3.82M	0.2%	+21+0.2%	Added	Holders
Q2 2025	11,468	$4.30M	0.3%	−989−7.9%	Reduced	Holders
Q1 2025	12,457	$4.08M	0.3%	+7+0.1%	Added	Holders
Q4 2024	12,450	$4.07M	0.3%	−253−2.0%	Reduced	Holders
Q3 2024	12,703	$2.96M	0.2%	−841−6.2%	Reduced	Holders
Q2 2024	13,544	$3.78M	0.3%	−2,147−13.7%	Reduced	Holders
Q1 2024	15,691	$4.15M	0.3%	+29+0.2%	Added	Holders
Q4 2023	15,662	$3.57M	0.3%	−1,015−6.1%	Reduced	Holders
Q3 2023	16,677	$3.96M	0.4%	+81+0.5%	Added	Holders
Q2 2023	16,596	$3.61M	0.3%	−74−0.4%	Reduced	Holders
Q1 2023	16,670	$3.37M	0.3%	–	No prior filing	Holders
Q4 2022	–	–	–	–	Not filed	Holders
Q3 2022	17,047	$3.73M	0.4%	+313+1.9%	Added	Holders
Q2 2022	16,734	$3.09M	0.3%	+46+0.3%	Added	Holders
Q1 2022	16,688	$3.05M	0.3%	+185+1.1%	Added	Holders
Q4 2021	16,503	$2.64M	0.3%	+132+0.8%	Added	Holders
Q3 2021	16,371	$2.57M	0.3%	−20.0%	Reduced	Holders
Q2 2021	16,373	$2.21M	0.2%	+38+0.2%	Added	Holders
Q1 2021	16,335	$2.32M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.