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CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC: HTRB position timeline

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

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC held 943,797 HTRB 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 943,797 shares
    Change vs previous 13F -61,198 shares

    4.16% of the 13F portfolio, value $31,838,991.

    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 1,004,995 shares
    Change vs previous 13F +35,116 shares

    5.23% of the 13F portfolio, value $33,908,534.

    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 969,879 shares
    Change vs previous 13F +29,543 shares

    5.38% of the 13F portfolio, value $33,121,377.

    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 940,336 shares
    Change vs previous 13F -36,606 shares

    5.64% of the 13F portfolio, value $32,244,630.

    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 976,942 shares
    Change vs previous 13F +91,182 shares

    6.37% of the 13F portfolio, value $33,089,011.

    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 885,760 shares
    Change vs previous 13F -13,215 shares

    6.14% of the 13F portfolio, value $29,991,847.

    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).

  7. period ended2024-12-31
    13F 898,975 shares
    Change vs previous 13F +82,513 shares

    6.47% of the 13F portfolio, value $29,962,837.

    13F-HR 0002044324-25-000001 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).

  8. period ended2024-09-30
    13F 816,462 shares
    Change vs previous 13F not available

    6.31% of the 13F portfolio, value $28,543,512.

    13F-HR 0001799964-24-000006 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).