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Disclosery

Cornerstone Advisors, LLC: XLV position timeline

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

Cornerstone Advisors, LLC held 0 XLV shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -5,300 shares

    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).

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

  2. period ended2025-09-30
    13F 5,300 shares
    Change vs previous 13F -11,500 shares

    0.02% of the 13F portfolio, value $737,601.

    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).

  3. period ended2025-06-30
    13F 16,800 shares
    Change vs previous 13F -8,500 shares

    0.08% of the 13F portfolio, value $2,264,472.

    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).

  4. period ended2025-03-31
    13F 25,300 shares
    Change vs previous 13F -40,200 shares

    0.16% of the 13F portfolio, value $3,694,053.

    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).

  5. period ended2024-12-31
    13F 65,500 shares
    Change vs previous 13F -42,000 shares

    0.36% of the 13F portfolio, value $9,010,835.

    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).

  6. period ended2024-09-30
    13F 107,500 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $16,557,150.

    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).