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Livermore
Livermore
ZHEN

Cornerstone Wealth Advisors, Inc.

SEC CIK
0001862176
Latest filing
Jul 17, 2026

SPGI holding history

S&P Global Inc. in every 13F filed by Cornerstone Wealth Advisors, Inc., 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)
955
Value
$388.9K
% of portfolio
0.1%
Quarters held
21
Since Q2 2021
Holdings of SPGI by Cornerstone Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026955$388.9K0.1%00.0%UnchangedHolders
Q1 2026955$406.2K0.1%00.0%UnchangedHolders
Q4 2025955$499.1K0.1%00.0%UnchangedHolders
Q3 2025955$464.8K0.1%00.0%UnchangedHolders
Q2 2025955$503.6K0.1%−4−0.4%ReducedHolders
Q1 2025959$487.3K0.1%+4+0.4%AddedHolders
Q4 2024955$475.6K0.1%00.0%UnchangedHolders
Q3 2024955$493.4K0.1%00.0%UnchangedHolders
Q2 2024955$425.9K0.1%00.0%UnchangedHolders
Q1 2024955$406.3K0.1%00.0%UnchangedHolders
Q4 2023955$420.7K0.1%00.0%UnchangedHolders
Q3 2023955$349.0K0.1%00.0%UnchangedHolders
Q2 2023955$382.9K0.1%00.0%UnchangedHolders
Q1 2023955$329.3K0.1%00.0%UnchangedHolders
Q4 2022955$319.9K0.1%00.0%UnchangedHolders
Q3 2022955$292.0K0.1%−20−2.1%ReducedHolders
Q2 2022975$329.0K0.1%00.0%UnchangedHolders
Q1 2022975$400.0K0.1%00.0%UnchangedHolders
Q4 2021975$460.0K0.2%00.0%UnchangedHolders
Q3 2021975$414.0K0.1%+20+2.1%AddedHolders
Q2 2021955$394.0K0.1%+955NewHolders