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Disclosery

Cornerstone Advisory, LLC: PDI position timeline

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

Cornerstone Advisory, LLC held 501,259 PDI 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 501,259 shares
    Change vs previous 13F -67,405 shares

    0.69% of the 13F portfolio, value $8,371,029.

    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 568,664 shares
    Change vs previous 13F -47,532 shares

    0.92% of the 13F portfolio, value $9,729,837.

    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 616,196 shares
    Change vs previous 13F -13,430 shares

    1.04% of the 13F portfolio, value $10,912,833.

    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 629,626 shares
    Change vs previous 13F -50,583 shares

    1.22% of the 13F portfolio, value $12,466,603.

    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 680,209 shares
    Change vs previous 13F +4,253 shares

    1.39% of the 13F portfolio, value $12,903,563.

    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 675,956 shares
    Change vs previous 13F +97,345 shares

    1.48% of the 13F portfolio, value $12,680,940.

    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 578,611 shares
    Change vs previous 13F +36,247 shares

    1.28% of the 13F portfolio, value $11,282,920.

    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 542,364 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $10,993,722.

    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).