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Disclosery

Cornerstone Advisory, LLC: COR position timeline

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

Cornerstone Advisory, LLC held 9,945 COR 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 9,945 shares
    Change vs previous 13F +36 shares

    0.23% of the 13F portfolio, value $2,814,236.

    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 9,909 shares
    Change vs previous 13F -1,501 shares

    0.29% of the 13F portfolio, value $3,112,813.

    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 11,410 shares
    Change vs previous 13F +3 shares

    0.37% of the 13F portfolio, value $3,853,728.

    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 11,407 shares
    Change vs previous 13F -3,498 shares

    0.35% of the 13F portfolio, value $3,565,030.

    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 14,905 shares
    Change vs previous 13F -7,992 shares

    0.48% of the 13F portfolio, value $4,469,264.

    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 22,897 shares
    Change vs previous 13F +2,049 shares

    0.78% of the 13F portfolio, value $6,658,677.

    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 20,848 shares
    Change vs previous 13F +37 shares

    0.57% of the 13F portfolio, value $5,058,350.

    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 20,811 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $4,684,140.

    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).