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Disclosery

Cornerstone Advisory, LLC: TROW position timeline

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

Cornerstone Advisory, LLC held 78,711 TROW 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 78,711 shares
    Change vs previous 13F -1,323 shares

    0.74% of the 13F portfolio, value $8,948,710.

    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 80,034 shares
    Change vs previous 13F -1,115 shares

    0.68% of the 13F portfolio, value $7,214,276.

    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 81,149 shares
    Change vs previous 13F -194 shares

    0.79% of the 13F portfolio, value $8,308,007.

    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 81,343 shares
    Change vs previous 13F -1,732 shares

    0.82% of the 13F portfolio, value $8,349,077.

    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 83,075 shares
    Change vs previous 13F -903 shares

    0.86% of the 13F portfolio, value $8,016,734.

    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 83,978 shares
    Change vs previous 13F -168 shares

    0.88% of the 13F portfolio, value $7,571,447.

    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 84,146 shares
    Change vs previous 13F +14,718 shares

    1.02% of the 13F portfolio, value $9,017,904.

    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 69,428 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $7,562,815.

    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).