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Disclosery

Cornerstone Advisory, LLC: XLK position timeline

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

Cornerstone Advisory, LLC held 17,451 XLK 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 17,451 shares
    Change vs previous 13F -1,649 shares

    0.28% of the 13F portfolio, value $3,324,800.

    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 19,100 shares
    Change vs previous 13F -468 shares

    0.24% of the 13F portfolio, value $2,538,375.

    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 19,568 shares
    Change vs previous 13F +9,185 shares

    0.27% of the 13F portfolio, value $2,817,207.

    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 10,383 shares
    Change vs previous 13F -228 shares

    0.29% of the 13F portfolio, value $2,926,468.

    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 10,611 shares
    Change vs previous 13F -18 shares

    0.29% of the 13F portfolio, value $2,686,940.

    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 10,629 shares
    Change vs previous 13F +106 shares

    0.27% of the 13F portfolio, value $2,271,166.

    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 10,523 shares
    Change vs previous 13F +367 shares

    0.29% of the 13F portfolio, value $2,525,211.

    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 10,156 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,292,832.

    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).