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Disclosery

Cornerstone Advisors, LLC: PEO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Advisors, LLC on PEO, newest first. How the timeline and the estimate are built.

Cornerstone Advisors, LLC held 0 PEO shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -18,099 shares

    13F-HR 0001398344-25-014846 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 18,099 shares
    Change vs previous 13F -35,474 shares

    0.02% of the 13F portfolio, value $412,838.

    13F-HR 0001398344-25-009115 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 53,573 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,164,677.

    13F-HR 0001398344-25-002231 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 53,573 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,243,965.

    13F-HR 0001398344-24-020355 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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