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Cornerstone Advisory, LLC: TCAF position timeline

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

Cornerstone Advisory, LLC held 467,660 TCAF 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 467,660 shares
    Change vs previous 13F -18,800 shares

    1.6% of the 13F portfolio, value $19,220,844.

    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 486,460 shares
    Change vs previous 13F -59,620 shares

    1.64% of the 13F portfolio, value $17,313,118.

    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 546,080 shares
    Change vs previous 13F +6,046 shares

    1.99% of the 13F portfolio, value $20,871,191.

    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 540,034 shares
    Change vs previous 13F +2,733 shares

    2% of the 13F portfolio, value $20,359,274.

    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 537,301 shares
    Change vs previous 13F -9,820 shares

    2.04% of the 13F portfolio, value $18,955,986.

    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 547,121 shares
    Change vs previous 13F -14,083 shares

    2.05% of the 13F portfolio, value $17,540,710.

    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 561,204 shares
    Change vs previous 13F -33,543 shares

    2.19% of the 13F portfolio, value $19,243,700.

    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 594,747 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $19,775,333.

    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).