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Disclosery

Cornerstone Advisory, LLC: IBIT position timeline

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

Cornerstone Advisory, LLC held 61,949 IBIT 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 61,949 shares
    Change vs previous 13F +3,176 shares

    0.17% of the 13F portfolio, value $2,062,282.

    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 58,773 shares
    Change vs previous 13F +8,938 shares

    0.21% of the 13F portfolio, value $2,258,059.

    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 49,835 shares
    Change vs previous 13F +13,274 shares

    0.24% of the 13F portfolio, value $2,474,308.

    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 36,561 shares
    Change vs previous 13F +4,568 shares

    0.23% of the 13F portfolio, value $2,376,465.

    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 31,993 shares
    Change vs previous 13F +2,782 shares

    0.21% of the 13F portfolio, value $1,958,292.

    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 29,211 shares
    Change vs previous 13F +1,212 shares

    0.18% of the 13F portfolio, value $1,576,518.

    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 27,999 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,549,185.

    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).