Ownership history in Cornerstone Wealth Management, LLC · 39 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Wealth Management, LLC reported a position in SPDR DOW JONES INDL AVRG ETF (DIA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 27,520 | +2,209 | +8.7% | 0.69% | $13.2M | $478.77 |
| 2025 Q3 | ADDED | 25,311 | +412 | +1.7% | 0.65% | $11.7M | $460.26 |
| 2025 Q2 | ADDED | 24,899 | +1,862 | +8.1% | 0.67% | $11.0M | $435.66 |
| 2025 Q1 | ADDED | 23,037 | +971 | +4.4% | 0.65% | $9.7M | $413.43 |
| 2024 Q4 | ADDED | 22,066 | +1,659 | +8.1% | 0.63% | $9.4M | $417.39 |
| 2024 Q3 | ADDED | 20,407 | +649 | +3.3% | 0.61% | $8.6M | $413.46 |
| 2024 Q2 | ADDED | 19,758 | +2,118 | +12.0% | 0.59% | $7.7M | $380.58 |
| 2024 Q1 | ADDED | 17,640 | +618 | +3.6% | 0.57% | $7.0M | $385.39 |
| 2023 Q4 | ADDED | 17,022 | +823 | +5.1% | 0.55% | $6.4M | $363.50 |
| 2023 Q3 | REDUCED | 16,199 | -4,950 | -23.4% | 0.51% | $5.4M | $321.51 |
As of 2025 Q4 — sorted by position size