Skip to content
Disclosery

Cornerstone Advisory, LLC: OBDC position timeline

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

Cornerstone Advisory, LLC held 151,955 OBDC 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 151,955 shares
    Change vs previous 13F -3,945 shares

    0.14% of the 13F portfolio, value $1,651,746.

    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 155,900 shares
    Change vs previous 13F +41,880 shares

    0.16% of the 13F portfolio, value $1,724,258.

    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 114,020 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,417,273.

    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).