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Disclosery

Cornerstone Advisory, LLC: XLI position timeline

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

Cornerstone Advisory, LLC held 14,013 XLI 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 14,013 shares
    Change vs previous 13F +2 shares

    0.22% of the 13F portfolio, value $2,595,545.

    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 14,011 shares
    Change vs previous 13F -32 shares

    0.21% of the 13F portfolio, value $2,266,035.

    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 14,043 shares
    Change vs previous 13F -2,000 shares

    0.21% of the 13F portfolio, value $2,178,310.

    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 16,043 shares
    Change vs previous 13F -1,855 shares

    0.24% of the 13F portfolio, value $2,474,352.

    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 17,898 shares
    Change vs previous 13F +1 shares

    0.28% of the 13F portfolio, value $2,640,242.

    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 17,897 shares
    Change vs previous 13F +52 shares

    0.28% of the 13F portfolio, value $2,388,664.

    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 17,845 shares
    Change vs previous 13F +1 shares

    0.28% of the 13F portfolio, value $2,454,579.

    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 17,844 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,416,761.

    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).