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Disclosery

Cornerstone Advisory, LLC: IVV position timeline

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

Cornerstone Advisory, LLC held 73,512 IVV 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 73,512 shares
    Change vs previous 13F +1,580 shares

    4.57% of the 13F portfolio, value $55,052,112.

    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 71,932 shares
    Change vs previous 13F +1,954 shares

    4.45% of the 13F portfolio, value $46,986,524.

    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 69,978 shares
    Change vs previous 13F -167 shares

    4.57% of the 13F portfolio, value $47,930,668.

    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 70,145 shares
    Change vs previous 13F +2,828 shares

    4.61% of the 13F portfolio, value $46,947,873.

    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 67,317 shares
    Change vs previous 13F +531 shares

    4.49% of the 13F portfolio, value $41,796,977.

    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 66,786 shares
    Change vs previous 13F +1,086 shares

    4.38% of the 13F portfolio, value $37,503,181.

    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 65,700 shares
    Change vs previous 13F -1,231 shares

    4.57% of the 13F portfolio, value $40,252,785.

    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 66,931 shares
    Change vs previous 13F not available

    5.08% of the 13F portfolio, value $38,606,916.

    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).