NML β€” NEUBERGER BERMAN MLP INCOME

Ownership history in Cornerstone Wealth Management, LLC  Β·  14 quarters on record

AI Ownership Summary

Cornerstone Wealth Management, LLC reported NEUBERGER BERMAN MLP INCOME (NML) in 14 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.06% in 2025 Q1. The latest visible filing shows NML at 0.05% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NML ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Wealth Management, LLC's position in NEUBERGER BERMAN MLP INCOME, 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
2025 Q4

NML was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q1

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Management, LLC held NML β€” position size vs. price
% of Fund (quarterly)    NML price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 111,311 +3,542 +3.3% 0.05% $946K 2026-02-14 (Est.) $9.79
2025 Q3 ADDED 107,769 +4,115 +4.0% 0.05% $940K 2025-11-04 $7.93
2025 Q2 ADDED 103,654 +3,201 +3.2% 0.06% $933K 2025-08-12 $8.12
2025 Q1 ADDED 100,453 +13,685 +15.8% 0.06% $904K 2025-04-18 $7.78
2024 Q4 ADDED 86,768 +7,942 +10.1% 0.05% $766K 2025-01-21 $8.62
2024 Q3 ADDED 78,826 +395 +0.5% 0.05% $646K 2024-10-16 $7.46
2024 Q2 ADDED 78,431 +4,964 +6.8% 0.05% $627K 2024-07-16 $7.05
2024 Q1 REDUCED 73,467 -5,272 -6.7% 0.04% $541K 2024-04-19 $6.28
2023 Q4 ADDED 78,739 +5,056 +6.9% 0.05% $542K 2024-01-10 $5.68
2023 Q3 ADDED 73,683 +15,170 +25.9% 0.05% $507K 2023-11-07 $5.40
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Cornerstone Wealth Management, LLC and NML

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

How long has Cornerstone Wealth Management, LLC reported owning NML?

Cornerstone Wealth Management, LLC reported NML across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported NML position in Cornerstone Wealth Management, LLC's portfolio?

The largest reported portfolio weight for NML was 0.06% in 2025 Q1.

What is the latest reported NML position on this page?

The most recent filing on this page is 2025 Q4, when Cornerstone Wealth Management, LLC reported 111,311 shares, equal to 0.05% of portfolio, with an estimated market value of $946K.

What does the chart on this NML ownership page compare?

The chart compares Cornerstone Wealth Management, LLC's quarterly NML 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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