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Disclosery

Cornerstone Advisory, LLC: XBMEX position timeline

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

Cornerstone Advisory, LLC held 54,477 XBMEX 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 54,477 shares
    Change vs previous 13F +603 shares

    0.19% of the 13F portfolio, value $2,339,791.

    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 53,874 shares
    Change vs previous 13F -5,036 shares

    0.2% of the 13F portfolio, value $2,074,684.

    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 58,910 shares
    Change vs previous 13F -2,295 shares

    0.23% of the 13F portfolio, value $2,422,958.

    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 61,205 shares
    Change vs previous 13F -78,190 shares

    0.22% of the 13F portfolio, value $2,278,658.

    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 139,395 shares
    Change vs previous 13F -11,144 shares

    0.55% of the 13F portfolio, value $5,082,332.

    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 150,539 shares
    Change vs previous 13F -1,762 shares

    0.64% of the 13F portfolio, value $5,505,205.

    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 152,301 shares
    Change vs previous 13F +17,847 shares

    0.7% of the 13F portfolio, value $6,119,442.

    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 134,454 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $5,637,661.

    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).