HF Advisory Group, LLC
Position in CLM — Cornerstone Strategic Investment Fund, Inc.
CIK 1963169
Annapolis, MD
Position in CLM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$192,659
+$14,307 QoQ
Shares Held
25,484
+4.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#66
of 145 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026HF Advisory Group, LLC holds $1,492,449 across 3 Asset Management names. CLM ranks #2 (12.9% of the industry book) .
All Filings in CLM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,659 | 25,484 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $178,352 | 24,499 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $197,087 | 23,575 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $188,328 | 22,745 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $178,144 | 21,939 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $154,326 | 21,103 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $177,988 | 21,052 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $154,583 | 20,450 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $150,111 | 19,807 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $141,984 | 19,183 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $129,781 | 18,339 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $140,232 | 17,699 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $140,554 | 17,041 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $125,697 | 16,394 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $113,770 | 15,684 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||