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Disclosery

Cornerstone Advisory, LLC: SHEN position timeline

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

Cornerstone Advisory, LLC held 28,146 SHEN 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 28,146 shares
    Change vs previous 13F -3,975 shares

    0.04% of the 13F portfolio, value $424,442.

    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 32,121 shares
    Change vs previous 13F -3,180 shares

    0.05% of the 13F portfolio, value $495,306.

    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 35,301 shares
    Change vs previous 13F -35 shares

    0.04% of the 13F portfolio, value $408,080.

    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 35,336 shares
    Change vs previous 13F -3,210 shares

    0.05% of the 13F portfolio, value $474,209.

    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 38,546 shares
    Change vs previous 13F +20 shares

    0.06% of the 13F portfolio, value $526,538.

    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 38,526 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $451,910.

    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 38,526 shares
    Change vs previous 13F +25 shares

    0.05% of the 13F portfolio, value $458,459.

    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 38,501 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $543,249.

    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).