Ownership history in Cornerstone Wealth Management, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Wealth Management, LLC reported a position in NEUBERGER BERMAN MLP INCOME (NML). 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 | 111,311 | +3,542 | +3.3% | 0.05% | $946K | $8.35 |
| 2025 Q3 | ADDED | 107,769 | +4,115 | +4.0% | 0.05% | $940K | $8.39 |
| 2025 Q2 | ADDED | 103,654 | +3,201 | +3.2% | 0.06% | $933K | $8.48 |
| 2025 Q1 | ADDED | 100,453 | +13,685 | +15.8% | 0.06% | $904K | $8.31 |
| 2024 Q4 | ADDED | 86,768 | +7,942 | +10.1% | 0.05% | $766K | $8.00 |
| 2024 Q3 | ADDED | 78,826 | +395 | +0.5% | 0.05% | $646K | $7.28 |
| 2024 Q2 | ADDED | 78,431 | +4,964 | +6.8% | 0.05% | $627K | $6.95 |
| 2024 Q1 | REDUCED | 73,467 | -5,272 | -6.7% | 0.04% | $541K | $6.26 |
| 2023 Q4 | ADDED | 78,739 | +5,056 | +6.9% | 0.05% | $542K | $5.70 |
| 2023 Q3 | ADDED | 73,683 | +15,170 | +25.9% | 0.05% | $507K | $5.55 |
As of 2025 Q4 — sorted by position size