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Disclosery

Cornerstone Advisory, LLC: VBR position timeline

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

Cornerstone Advisory, LLC held 25,121 VBR 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 25,121 shares
    Change vs previous 13F -884 shares

    0.51% of the 13F portfolio, value $6,104,147.

    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 26,005 shares
    Change vs previous 13F -757 shares

    0.54% of the 13F portfolio, value $5,649,672.

    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 26,762 shares
    Change vs previous 13F -152 shares

    0.54% of the 13F portfolio, value $5,667,822.

    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 26,914 shares
    Change vs previous 13F -1,425 shares

    0.55% of the 13F portfolio, value $5,617,202.

    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 28,339 shares
    Change vs previous 13F +265 shares

    0.59% of the 13F portfolio, value $5,526,378.

    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 28,074 shares
    Change vs previous 13F -2,117 shares

    0.6% of the 13F portfolio, value $5,110,394.

    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 30,191 shares
    Change vs previous 13F +626 shares

    0.7% of the 13F portfolio, value $6,142,994.

    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 29,565 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $5,936,032.

    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).