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Disclosery

Cornerstone Advisory, LLC: VTV position timeline

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

Cornerstone Advisory, LLC held 31,970 VTV 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 31,970 shares
    Change vs previous 13F +55 shares

    0.58% of the 13F portfolio, value $6,967,262.

    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 31,915 shares
    Change vs previous 13F -893 shares

    0.59% of the 13F portfolio, value $6,261,698.

    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 32,808 shares
    Change vs previous 13F +91 shares

    0.6% of the 13F portfolio, value $6,266,066.

    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 32,717 shares
    Change vs previous 13F +13,012 shares

    0.6% of the 13F portfolio, value $6,101,445.

    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 19,705 shares
    Change vs previous 13F +321 shares

    0.37% of the 13F portfolio, value $3,482,725.

    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 19,384 shares
    Change vs previous 13F +980 shares

    0.38% of the 13F portfolio, value $3,228,853.

    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 18,404 shares
    Change vs previous 13F -1,055 shares

    0.37% of the 13F portfolio, value $3,264,282.

    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 19,459 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,396,967.

    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).