Filer Snapshot

Cornerstone Advisory, LLC

CIK 0001668189. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

44

Latest Filing

04 May 2026

Industry

n/a

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  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 04 May 2026 for CIK 0001668189.

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Business address
211 Old Padonia Road, Hunt Valley, MD, 21030
Top securities (13F)
J P MORGAN EXCHANGE TRADED F, GOLDMAN SACHS ETF TR, VANGUARD WHITEHALL FDS, ISHARES TR, VANGUARD SPECIALIZED FUNDS, J P MORGAN EXCHANGE TRADED F, APPLE INC, GOLDMAN SACHS ETF TR, BERKSHIRE HATHAWAY INC DEL, VANGUARD INDEX FDS, VANGUARD ADMIRAL FDS INC, ISHARES TR, J P MORGAN EXCHANGE TRADED F, JANUS DETROIT STR TR, VANGUARD WORLD FD, ALPHABET INC, VANGUARD INDEX FDS, T ROWE PRICE ETF INC, AMAZON COM INC, and NVIDIA CORPORATION
State of incorporation
MD
Fiscal year end
31 December
Former names
Cornerstone Advisory, LLP (to 09 Aug 2018)

Filer intelligence

What SEC filings say about Cornerstone Advisory, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $1.04B across 258 reported holdings for Q1 2026.
  • Largest parsed 13F holding: J P MORGAN EXCHANGE TRADED F at $115.09M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 258 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 04 May 2026

Latest update

What changed recently for Cornerstone Advisory, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

04 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 04 May 2026.

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Benchmark Context

Benchmark context for this company

Cornerstone Advisory, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

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Filer Overview

Cornerstone Advisory, LLC has filed 44 SEC EDGAR filings since 03 Mar 2016. Common forms include 13F-HR, N-PX.

Cornerstone Advisory, LLC SEC filings Cornerstone Advisory, LLC 13F portfolio

Latest Filings

Recent SEC filings for Cornerstone Advisory, LLC with direct links to document and filing folders.

13F-HR File 028-17400

13F-HR filing

Filing date
04 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
28 Jan 2026
Reporting date
31 Dec 2025
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13F-HR File 028-17400

13F-HR filing

Filing date
07 Nov 2025
Reporting date
30 Sep 2025
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N-PX File 028-17400

N-PX filing

Filing date
28 Aug 2025
Reporting date
30 Jun 2025
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13F-HR File 028-17400

13F-HR filing

Filing date
30 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
07 May 2025
Reporting date
31 Mar 2025
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13F-HR File 028-17400

13F-HR filing

Filing date
18 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
12 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
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N-PX File 028-17400

N-PX filing

Filing date
26 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
14 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
08 May 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
13 Feb 2024
Reporting date
31 Dec 2023
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13F-HR File 028-17400

13F-HR filing

Filing date
14 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
20 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
04 May 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
13 Feb 2023
Reporting date
31 Dec 2022
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13F-HR File 028-17400

13F-HR filing

Filing date
26 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
02 Aug 2022
Reporting date
30 Jun 2022
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13F-HR File 028-17400

13F-HR filing

Filing date
20 May 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
23 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
16 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
16 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
13 May 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
11 May 2021
Reporting date
31 Dec 2020
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13F-HR File 028-17400

13F-HR filing

Filing date
12 Nov 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
10 Aug 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
11 May 2020
Reporting date
31 Mar 2020
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13F-HR File 028-17400

13F-HR filing

Filing date
12 Feb 2020
Reporting date
31 Dec 2019
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
12 Nov 2019
Reporting date
30 Sep 2019
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
08 Aug 2019
Reporting date
30 Jun 2019
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
08 May 2019
Reporting date
31 Mar 2019
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
12 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
13 Nov 2018
Reporting date
30 Sep 2018
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
09 Aug 2018
Reporting date
30 Jun 2018
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
10 May 2018
Reporting date
31 Mar 2018
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
09 Feb 2018
Reporting date
31 Dec 2017
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
14 Nov 2017
Reporting date
30 Sep 2017
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
08 Aug 2017
Reporting date
30 Jun 2017
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
15 May 2017
Reporting date
31 Mar 2017
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
13 Feb 2017
Reporting date
31 Dec 2016
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
10 Nov 2016
Reporting date
30 Sep 2016
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
10 Aug 2016
Reporting date
30 Jun 2016
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
16 May 2016
Reporting date
31 Mar 2016
SEC evidence
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13F-HR File 028-17400

13F-HR filing

Filing date
03 Mar 2016
Reporting date
31 Dec 2015
SEC evidence
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About this filer

Cornerstone Advisory, LLC files with the SEC under CIK 0001668189. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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