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Cornerstone Wealth Group, LLC

SEC CIK
0001774879
Latest filing
Jul 27, 2026

BCS holding history

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

BCS overviewAll 13F holders of BCSFull Q2 2026 holdings

Shares (Q2 2026)
14,194
Value
$381.3K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of BCS by Cornerstone Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,194$381.3K<0.1%+1,071+8.2%AddedHolders
Q1 202613,123$307.2K<0.1%+1,047+8.7%AddedHolders
Q4 202512,076$307.3K<0.1%+814+7.2%AddedHolders
Q3 202511,262$232.8K<0.1%+182+1.6%AddedHolders
Q2 202511,080$206.0K<0.1%+509+4.8%AddedHolders
Q1 202510,571$162.4K<0.1%−37−0.3%ReducedHolders
Q4 202410,608$141.0K<0.1%+47+0.4%AddedHolders
Q3 202410,561$128.3K<0.1%00.0%UnchangedHolders
Q2 202410,561$113.1K<0.1%00.0%UnchangedHolders
Q1 202410,561$99.8K<0.1%+10,561NewHolders