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Disclosery

Cornerstone Advisory, LLC: V position timeline

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

Cornerstone Advisory, LLC held 20,732 V 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 20,732 shares
    Change vs previous 13F +382 shares

    0.59% of the 13F portfolio, value $7,113,026.

    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 20,350 shares
    Change vs previous 13F -48 shares

    0.58% of the 13F portfolio, value $6,150,624.

    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 20,398 shares
    Change vs previous 13F +440 shares

    0.68% of the 13F portfolio, value $7,153,910.

    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 19,958 shares
    Change vs previous 13F +48 shares

    0.67% of the 13F portfolio, value $6,813,242.

    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 19,910 shares
    Change vs previous 13F +84 shares

    0.76% of the 13F portfolio, value $7,068,894.

    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 19,826 shares
    Change vs previous 13F +101 shares

    0.8% of the 13F portfolio, value $6,893,467.

    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 19,725 shares
    Change vs previous 13F -338 shares

    0.79% of the 13F portfolio, value $6,978,967.

    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 20,063 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $5,516,175.

    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).