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CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC: PREF position timeline

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

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC held 842,806 PREF 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 842,806 shares
    Change vs previous 13F +194,292 shares

    2.1% of the 13F portfolio, value $16,063,877.

    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 648,514 shares
    Change vs previous 13F +33,062 shares

    1.88% of the 13F portfolio, value $12,205,050.

    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 615,452 shares
    Change vs previous 13F +52,300 shares

    1.9% of the 13F portfolio, value $11,736,433.

    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 563,152 shares
    Change vs previous 13F +37,204 shares

    1.88% of the 13F portfolio, value $10,778,737.

    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 525,948 shares
    Change vs previous 13F +44,283 shares

    1.92% of the 13F portfolio, value $9,977,227.

    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 481,665 shares
    Change vs previous 13F +33,346 shares

    1.83% of the 13F portfolio, value $8,918,566.

    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 448,319 shares
    Change vs previous 13F +28,579 shares

    1.8% of the 13F portfolio, value $8,343,220.

    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 419,740 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $7,895,303.

    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).