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Disclosery

Cornerstone Advisory, LLC: NAD position timeline

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

Cornerstone Advisory, LLC held 813,878 NAD 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 813,878 shares
    Change vs previous 13F -33,548 shares

    0.82% of the 13F portfolio, value $9,864,202.

    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 847,426 shares
    Change vs previous 13F -31,030 shares

    0.92% of the 13F portfolio, value $9,745,397.

    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 878,456 shares
    Change vs previous 13F -6,718 shares

    1.01% of the 13F portfolio, value $10,559,042.

    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 885,174 shares
    Change vs previous 13F +86,502 shares

    1.02% of the 13F portfolio, value $10,347,681.

    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 798,672 shares
    Change vs previous 13F +113,038 shares

    0.97% of the 13F portfolio, value $9,017,006.

    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 685,634 shares
    Change vs previous 13F +327,888 shares

    0.91% of the 13F portfolio, value $7,802,511.

    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 357,746 shares
    Change vs previous 13F +161,384 shares

    0.48% of the 13F portfolio, value $4,253,600.

    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 196,362 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,430,957.

    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).