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Cornerstone Advisory, LLC: MO position timeline

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

Cornerstone Advisory, LLC held 10,142 MO 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 10,142 shares
    Change vs previous 13F +183 shares

    0.06% of the 13F portfolio, value $729,715.

    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 9,959 shares
    Change vs previous 13F +27 shares

    0.06% of the 13F portfolio, value $657,181.

    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 9,932 shares
    Change vs previous 13F -999 shares

    0.05% of the 13F portfolio, value $572,697.

    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 10,931 shares
    Change vs previous 13F -1,211 shares

    0.07% of the 13F portfolio, value $722,091.

    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 12,142 shares
    Change vs previous 13F -995 shares

    0.08% of the 13F portfolio, value $711,879.

    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 13,137 shares
    Change vs previous 13F +196 shares

    0.09% of the 13F portfolio, value $794,519.

    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 12,941 shares
    Change vs previous 13F +468 shares

    0.08% of the 13F portfolio, value $689,634.

    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 12,473 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $636,632.

    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).