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Cornerstone Wealth Group, LLC

SEC CIK
0001774879
Latest filing
Jul 27, 2026

SPGI holding history

S&P Global 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.

SPGI overviewAll 13F holders of SPGIFull Q2 2026 holdings

Shares (Q2 2026)
1,284
Value
$522.8K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of SPGI by Cornerstone Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,284$522.8K<0.1%−10,850−89.4%ReducedHolders
Q1 202612,134$5.40M0.3%−285−2.3%ReducedHolders
Q4 202512,419$6.49M0.4%+11,842+2,052.3%AddedHolders
Q3 2025577$280.8K<0.1%00.0%UnchangedHolders
Q2 2025577$304.2K<0.1%+43+8.1%AddedHolders
Q1 2025534$271.1K<0.1%−195−26.7%ReducedHolders
Q4 2024729$363.1K<0.1%−93−11.3%ReducedHolders
Q3 2024822$424.7K<0.1%+20+2.5%AddedHolders
Q2 2024802$357.7K<0.1%+802NewHolders