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Cornerstone Advisory, LLC: XCHYX position timeline

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

Cornerstone Advisory, LLC held 104,500 XCHYX 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 104,500 shares
    Change vs previous 13F -173,997 shares

    0.12% of the 13F portfolio, value $1,423,290.

    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 278,497 shares
    Change vs previous 13F -85,956 shares

    0.29% of the 13F portfolio, value $3,032,834.

    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 364,453 shares
    Change vs previous 13F -33,847 shares

    0.39% of the 13F portfolio, value $4,121,959.

    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 398,300 shares
    Change vs previous 13F -25,631 shares

    0.44% of the 13F portfolio, value $4,468,924.

    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 423,931 shares
    Change vs previous 13F -810 shares

    0.5% of the 13F portfolio, value $4,659,003.

    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 424,741 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $4,323,859.

    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).