CORNERSTONE ENTERPRISES, LLC

All 13F Filings

Location
Appleton, WI
Most recent 13F
Q3 2026
Holdings value ($000)
171,226
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/15/2026 51 171,226 13F-HR CORNERSTONE ENTERPRISES, LLC
Q2 2026 7/23/2026 42 219,239 13F-HR CORNERSTONE ENTERPRISES, LLC
Q1 2026 4/22/2026 35 201,073 13F-HR CORNERSTONE ENTERPRISES, LLC
Q4 2025 1/28/2026 36 209,016 13F-HR CORNERSTONE ENTERPRISES, LLC
Q3 2025 11/5/2025 32 203,347 13F-HR CORNERSTONE ENTERPRISES, LLC
Q2 2025 7/23/2025 32 185,782 13F-HR CORNERSTONE ENTERPRISES, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 67.39 K 39.4% 0 45.45 K -45.45 K
ETFs 103.8 K 60.6% 0 2.565 K -2.565 K
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Fund Snapshot

Q3 2026
Latest filed
10/15/2026
Total value ($000)
171,226
Holdings
51
QoQ value change ($000)
-48,013 (-21.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.