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Disclosery

Cornerstone Advisory, LLC: TY position timeline

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

Cornerstone Advisory, LLC held 155,211 TY 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 155,211 shares
    Change vs previous 13F +3,640 shares

    0.44% of the 13F portfolio, value $5,342,363.

    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 151,571 shares
    Change vs previous 13F +4,099 shares

    0.45% of the 13F portfolio, value $4,788,139.

    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 147,472 shares
    Change vs previous 13F +6,479 shares

    0.46% of the 13F portfolio, value $4,816,451.

    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 140,993 shares
    Change vs previous 13F +1,816 shares

    0.47% of the 13F portfolio, value $4,793,773.

    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 139,177 shares
    Change vs previous 13F +7,081 shares

    0.47% of the 13F portfolio, value $4,406,342.

    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 132,096 shares
    Change vs previous 13F +3,001 shares

    0.46% of the 13F portfolio, value $3,969,489.

    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 129,095 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,213,653.

    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).