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
- period ended2026-06-3013F 467,660 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 486,460 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 546,080 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 540,034 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 537,301 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 547,121 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 561,204 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 594,747 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).