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Disclosery

Cornerstone Advisory, LLC: CGDV position timeline

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

Cornerstone Advisory, LLC held 182,911 CGDV 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 182,911 shares
    Change vs previous 13F +56,035 shares

    0.75% of the 13F portfolio, value $9,013,857.

    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 126,876 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $5,397,305.

    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).