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CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC: CGMU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC on CGMU, newest first. How the timeline and the estimate are built.

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC held 223,595 CGMU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 223,595 shares
    Change vs previous 13F +43,156 shares

    0.8% of the 13F portfolio, value $6,142,155.

    13F-HR 0002044324-26-000005 filed by CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 180,439 shares
    Change vs previous 13F +23,002 shares

    0.76% of the 13F portfolio, value $4,898,918.

    13F-HR 0002044324-26-000004 filed by CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 157,437 shares
    Change vs previous 13F +9,161 shares

    0.7% of the 13F portfolio, value $4,310,625.

    13F-HR 0002044324-26-000001 filed by CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 148,276 shares
    Change vs previous 13F +9,291 shares

    0.71% of the 13F portfolio, value $4,046,452.

    13F-HR 0002044324-25-000012 filed by CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 138,985 shares
    Change vs previous 13F +21,299 shares

    0.71% of the 13F portfolio, value $3,709,510.

    13F-HR 0002044324-25-000007 filed by CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 117,686 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $3,156,339.

    13F-HR 0002044324-25-000002 filed by CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).