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Disclosery

Cornerstone Advisory, LLC: IWM position timeline

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

Cornerstone Advisory, LLC held 30,306 IWM 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 30,306 shares
    Change vs previous 13F +47 shares

    0.76% of the 13F portfolio, value $9,105,291.

    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 30,259 shares
    Change vs previous 13F +38 shares

    0.71% of the 13F portfolio, value $7,504,256.

    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 30,221 shares
    Change vs previous 13F +942 shares

    0.71% of the 13F portfolio, value $7,439,313.

    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 29,279 shares
    Change vs previous 13F -883 shares

    0.7% of the 13F portfolio, value $7,084,403.

    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 30,162 shares
    Change vs previous 13F -419 shares

    0.7% of the 13F portfolio, value $6,508,701.

    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 30,581 shares
    Change vs previous 13F -2,474 shares

    0.7% of the 13F portfolio, value $6,017,473.

    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 33,055 shares
    Change vs previous 13F +1,094 shares

    0.85% of the 13F portfolio, value $7,469,526.

    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 31,961 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $7,059,781.

    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).