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Cornerstone Wealth Group, LLC

SEC CIK
0001774879
Latest filing
Jul 27, 2026

NDAQ holding history

Nasdaq, Inc. 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.

NDAQ overviewAll 13F holders of NDAQFull Q2 2026 holdings

Shares (Q2 2026)
4,119
Value
$324.7K
% of portfolio
<0.1%
Quarters held
9
Since Q4 2022
Holdings of NDAQ by Cornerstone Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,119$324.7K<0.1%+128+3.2%AddedHolders
Q1 20263,991$349.6K<0.1%+100+2.6%AddedHolders
Q4 20253,891$377.9K<0.1%−173−4.3%ReducedHolders
Q3 20254,064$359.5K<0.1%+21+0.5%AddedHolders
Q2 20254,043$361.5K<0.1%+935+30.1%AddedHolders
Q1 20253,108$235.8K<0.1%−7−0.2%ReducedHolders
Q4 20243,115$240.8K<0.1%+34+1.1%AddedHolders
Q3 20243,081$224.9K<0.1%+3,081NewHolders
Q1 20230$00.0%−3,344−100.0%Sold outHolders
Q4 20223,344$205.2K<0.1%+3,344NewHolders