Cornerstone Advisory, LLC
CIK
0001668189
City
Hunt Valley
State / Country
MD
Holdings in PDO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,463,289 | 322,492 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $4,835,987 | 342,492 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $4,797,585 | 355,904 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $5,649,187 | 407,002 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $5,596,117 | 411,782 | Shares | Sole | 2025-02-18 |
| 2024-09-30 | $6,024,326 | 426,652 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $4,589,023 | 345,299 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $5,855,000 | 444,571 | Shares | Sole | 2024-05-08 |
| 2023-12-31 | $5,477,510 | 447,509 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $3,194,876 | 268,929 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $1,082,007 | 82,849 | Shares | Sole | 2023-07-20 |