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Cornerstone Advisors, LLC: SOR position timeline

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

Cornerstone Advisors, LLC held 0 SOR shares at 2026-03-31 per its 13F-HR filed 2026-05-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,672 shares

    13F-HR 0001398344-26-008799 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 ended2025-12-31
    13F 3,672 shares
    Change vs previous 13F -14,031 shares

    0.01% of the 13F portfolio, value $168,031.

    13F-HR 0001398344-26-003109 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 ended2025-09-30
    13F 17,703 shares
    Change vs previous 13F +761 shares

    0.03% of the 13F portfolio, value $796,989.

    13F-HR 0001398344-25-020535 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 ended2025-06-30
    13F 16,942 shares
    Change vs previous 13F +14,060 shares

    0.03% of the 13F portfolio, value $734,656.

    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).

  5. period ended2025-03-31
    13F 2,882 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $119,628.

    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).