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Disclosery

Cornerstone Advisory, LLC: VIG position timeline

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

Cornerstone Advisory, LLC held 154,736 VIG 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 154,736 shares
    Change vs previous 13F +85 shares

    3.04% of the 13F portfolio, value $36,613,726.

    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 154,651 shares
    Change vs previous 13F +478 shares

    3.15% of the 13F portfolio, value $33,259,139.

    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 154,173 shares
    Change vs previous 13F +70 shares

    3.23% of the 13F portfolio, value $33,884,049.

    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 154,103 shares
    Change vs previous 13F +4,242 shares

    3.27% of the 13F portfolio, value $33,253,918.

    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 149,861 shares
    Change vs previous 13F +2,009 shares

    3.29% of the 13F portfolio, value $30,672,079.

    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 147,852 shares
    Change vs previous 13F +37,221 shares

    3.29% of the 13F portfolio, value $28,205,779.

    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 110,631 shares
    Change vs previous 13F +49,754 shares

    2.56% of the 13F portfolio, value $22,553,276.

    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 60,877 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $12,057,162.

    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).