Cornerstone Wealth Group, LLC

SEC CIK: 0001774879
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

STT holding history

State Street Corp 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.

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

Shares (Q2 2026): 2,230
Value: $378.2K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of STT by Cornerstone Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,230	$378.2K	<0.1%	+175+8.5%	Added	Holders
Q1 2026	2,055	$315.6K	<0.1%	+187+10.0%	Added	Holders
Q4 2025	1,868	$241.0K	<0.1%	+1,868	New	Holders