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Disclosery

Cornerstone Advisory, LLC: PDO position timeline

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

Cornerstone Advisory, LLC held 278,910 PDO 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 278,910 shares
    Change vs previous 13F -27,132 shares

    0.31% of the 13F portfolio, value $3,687,197.

    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 306,042 shares
    Change vs previous 13F -16,450 shares

    0.37% of the 13F portfolio, value $3,957,129.

    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 322,492 shares
    Change vs previous 13F -20,000 shares

    0.43% of the 13F portfolio, value $4,463,296.

    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 342,492 shares
    Change vs previous 13F -13,412 shares

    0.47% of the 13F portfolio, value $4,835,994.

    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 355,904 shares
    Change vs previous 13F -51,098 shares

    0.52% of the 13F portfolio, value $4,797,580.

    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 407,002 shares
    Change vs previous 13F -4,780 shares

    0.64% of the 13F portfolio, value $5,490,461.

    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 411,782 shares
    Change vs previous 13F -14,870 shares

    0.65% of the 13F portfolio, value $5,690,826.

    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 426,652 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $6,024,326.

    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).