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Disclosery

Cornerstone Advisory, LLC: SDY position timeline

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

Cornerstone Advisory, LLC held 45,968 SDY 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 45,968 shares
    Change vs previous 13F +220 shares

    0.58% of the 13F portfolio, value $6,995,384.

    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 45,748 shares
    Change vs previous 13F -571 shares

    0.63% of the 13F portfolio, value $6,676,493.

    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 46,319 shares
    Change vs previous 13F +142 shares

    0.61% of the 13F portfolio, value $6,445,747.

    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 46,177 shares
    Change vs previous 13F -26 shares

    0.64% of the 13F portfolio, value $6,467,052.

    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 46,203 shares
    Change vs previous 13F -72 shares

    0.67% of the 13F portfolio, value $6,271,129.

    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 46,275 shares
    Change vs previous 13F +251 shares

    0.71% of the 13F portfolio, value $6,057,911.

    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 46,024 shares
    Change vs previous 13F +1,284 shares

    0.7% of the 13F portfolio, value $6,179,183.

    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 44,740 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $6,354,914.

    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).