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Cornerstone Advisory, LLC: VGT position timeline

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

Cornerstone Advisory, LLC held 237,662 VGT 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 237,662 shares
    Change vs previous 13F +208,466 shares

    2.36% of the 13F portfolio, value $28,405,394.

    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 29,196 shares
    Change vs previous 13F +3,249 shares

    1.93% of the 13F portfolio, value $20,370,425.

    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 25,947 shares
    Change vs previous 13F -398 shares

    1.86% of the 13F portfolio, value $19,558,373.

    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 26,345 shares
    Change vs previous 13F +203 shares

    1.93% of the 13F portfolio, value $19,670,312.

    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 26,142 shares
    Change vs previous 13F +13 shares

    1.86% of the 13F portfolio, value $17,339,535.

    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 26,129 shares
    Change vs previous 13F +668 shares

    1.7% of the 13F portfolio, value $14,604,208.

    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 25,461 shares
    Change vs previous 13F -896 shares

    1.85% of the 13F portfolio, value $16,291,717.

    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 26,357 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $15,459,112.

    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).