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Disclosery

Cornerstone Advisory, LLC: IT position timeline

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

Cornerstone Advisory, LLC held 0 IT shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,774 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 2,774 shares
    Change vs previous 13F -4 shares

    0.12% of the 13F portfolio, value $1,121,306.

    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).

  3. period ended2025-03-31
    13F 2,778 shares
    Change vs previous 13F -25 shares

    0.14% of the 13F portfolio, value $1,202,652.

    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).

  4. period ended2024-12-31
    13F 2,803 shares
    Change vs previous 13F +21 shares

    0.16% of the 13F portfolio, value $1,442,620.

    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).

  5. period ended2024-09-30
    13F 2,782 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,409,806.

    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).