Cornerstone Wealth, LLC/TN FWRD — FORWARD AIR CORP

Ownership history in Cornerstone Wealth, LLC/TN  ·  3 quarters on record

AI Ownership Summary

Cornerstone Wealth, LLC/TN reported FORWARD AIR CORP (FWRD) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.24% in 2026 Q1. The latest visible filing shows FWRD at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FWRD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Wealth, LLC/TN's position in FORWARD AIR CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

FWRD was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cornerstone Wealth, LLC/TN held FWRD — position size vs. price
% of Fund (quarterly)    FWRD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 21,194 -1,200 -5.4% 0.16% $324K 2026-10-28 $17.54
2026 Q2 ADDED — — — 22,394 +3,302 +17.3% 0.14% $283K 2026-07-29 $14.59
2026 Q1 INITIATED — — — 19,092 — — 0.24% $428K 2026-05-19 $8.31

FAQ About Cornerstone Wealth, LLC/TN and FWRD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cornerstone Wealth, LLC/TN reported owning FWRD?

Cornerstone Wealth, LLC/TN reported FWRD across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported FWRD position in Cornerstone Wealth, LLC/TN's portfolio?

The largest reported portfolio weight for FWRD was 0.24% in 2026 Q1.

What is the latest reported FWRD position on this page?

The most recent filing on this page is 2026 Q3, when Cornerstone Wealth, LLC/TN reported 21,194 shares, equal to 0.16% of portfolio, with an estimated market value of $324K.

What does the chart on this FWRD ownership page compare?

The chart compares Cornerstone Wealth, LLC/TN's quarterly FWRD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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