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Disclosery

Cornerstone Advisory, LLC: VYM position timeline

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

Cornerstone Advisory, LLC held 381,419 VYM 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 381,419 shares
    Change vs previous 13F +27,699 shares

    5% of the 13F portfolio, value $60,275,592.

    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 353,720 shares
    Change vs previous 13F +8,164 shares

    4.96% of the 13F portfolio, value $52,385,952.

    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 345,556 shares
    Change vs previous 13F -1,138 shares

    4.73% of the 13F portfolio, value $49,594,142.

    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 346,694 shares
    Change vs previous 13F +9,581 shares

    4.8% of the 13F portfolio, value $48,866,557.

    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 337,113 shares
    Change vs previous 13F +6,845 shares

    4.83% of the 13F portfolio, value $44,940,470.

    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 330,268 shares
    Change vs previous 13F +2,355 shares

    4.8% of the 13F portfolio, value $41,134,933.

    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 327,913 shares
    Change vs previous 13F +21,260 shares

    4.98% of the 13F portfolio, value $43,864,937.

    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 306,653 shares
    Change vs previous 13F not available

    5.17% of the 13F portfolio, value $39,312,906.

    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).