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Disclosery

Cornerstone Advisory, LLC: IJR position timeline

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

Cornerstone Advisory, LLC held 187,775 IJR 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 187,775 shares
    Change vs previous 13F +4,658 shares

    2.31% of the 13F portfolio, value $27,848,848.

    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 183,117 shares
    Change vs previous 13F +9,037 shares

    2.16% of the 13F portfolio, value $22,763,244.

    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 174,080 shares
    Change vs previous 13F -2,333 shares

    1.99% of the 13F portfolio, value $20,920,888.

    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 176,413 shares
    Change vs previous 13F -8,335 shares

    2.06% of the 13F portfolio, value $20,963,199.

    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 184,748 shares
    Change vs previous 13F -5,487 shares

    2.17% of the 13F portfolio, value $20,191,153.

    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 190,235 shares
    Change vs previous 13F -20,062 shares

    2.26% of the 13F portfolio, value $19,337,429.

    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 210,297 shares
    Change vs previous 13F +1,740 shares

    2.8% of the 13F portfolio, value $24,623,721.

    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 208,557 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $24,392,801.

    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).