Cornerstone Advisory, LLC
CIK
0001668189
City
Hunt Valley
State / Country
MD
Holdings in PSF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $720,142 | 35,510 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $737,897 | 35,510 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $836,011 | 41,510 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $1,019,050 | 50,978 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $2,034,570 | 102,912 | Shares | Sole | 2025-02-18 |
| 2024-09-30 | $3,220,737 | 150,221 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $3,193,362 | 161,444 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $3,264,107 | 163,287 | Shares | Sole | 2024-05-08 |
| 2023-12-31 | $3,100,185 | 164,031 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $2,063,037 | 114,043 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $1,046,924 | 57,650 | Shares | Sole | 2023-07-20 |