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Disclosery

Cornerstone Advisory, LLC: IUSG position timeline

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

Cornerstone Advisory, LLC held 36,272 IUSG 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 36,272 shares
    Change vs previous 13F -124 shares

    0.57% of the 13F portfolio, value $6,822,407.

    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 36,396 shares
    Change vs previous 13F -242 shares

    0.53% of the 13F portfolio, value $5,645,382.

    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 36,638 shares
    Change vs previous 13F +1,755 shares

    0.59% of the 13F portfolio, value $6,153,023.

    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 34,883 shares
    Change vs previous 13F +271 shares

    0.56% of the 13F portfolio, value $5,739,573.

    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 34,612 shares
    Change vs previous 13F -125 shares

    0.56% of the 13F portfolio, value $5,205,711.

    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 34,737 shares
    Change vs previous 13F -352 shares

    0.53% of the 13F portfolio, value $4,581,822.

    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 35,089 shares
    Change vs previous 13F +111 shares

    0.58% of the 13F portfolio, value $5,123,034.

    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 34,978 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $4,613,942.

    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).