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Disclosery

Cornerstone Advisory, LLC: AVUV position timeline

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

Cornerstone Advisory, LLC held 34,018 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,018 shares
    Change vs previous 13F +12,850 shares

    0.35% of the 13F portfolio, value $4,244,111.

    13F-HR 0001765380-26-000238 filed by Cornerstone Advisory, 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 21,168 shares
    Change vs previous 13F +7,113 shares

    0.22% of the 13F portfolio, value $2,338,390.

    13F-HR 0001765380-26-000144 filed by Cornerstone Advisory, 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 14,055 shares
    Change vs previous 13F +1,133 shares

    0.14% of the 13F portfolio, value $1,433,302.

    13F-HR 0001765380-26-000050 filed by Cornerstone Advisory, 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 12,922 shares
    Change vs previous 13F +2,697 shares

    0.13% of the 13F portfolio, value $1,286,089.

    13F-HR 0001765380-25-000443 filed by Cornerstone Advisory, 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 10,225 shares
    Change vs previous 13F -158 shares

    0.1% of the 13F portfolio, value $931,464.

    13F-HR 0001765380-25-000271 filed by Cornerstone Advisory, 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 10,383 shares
    Change vs previous 13F -8,670 shares

    0.1% of the 13F portfolio, value $876,575.

    13F-HR 0001765380-25-000178 filed by Cornerstone Advisory, 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 19,053 shares
    Change vs previous 13F +4,986 shares

    0.21% of the 13F portfolio, value $1,857,090.

    13F-HR 0001765380-25-000128 filed by Cornerstone Advisory, 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 14,067 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,349,707.

    13F-HR 0001765380-24-000416 filed by Cornerstone Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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