Cornerstone Advisory, LLC

SEC CIK: 0001668189
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

LEO holding history

BNY Mellon Strategic Municipals, Inc. in every 13F filed by Cornerstone Advisory, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LEO overview All 13F holders of LEO Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 19; Since Q1 2021

Holdings of LEO by Cornerstone Advisory, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−13,766−100.0%	Sold out	Holders
Q3 2025	13,766	$86.0K	<0.1%	−34,643−71.6%	Reduced	Holders
Q2 2025	48,409	$286.6K	<0.1%	+8,776+22.1%	Added	Holders
Q1 2025	39,633	$233.2K	<0.1%	−2,679−6.3%	Reduced	Holders
Q4 2024	42,312	$264.0K	<0.1%	+22,210+110.5%	Added	Holders
Q3 2024	20,102	$130.9K	<0.1%	+79+0.4%	Added	Holders
Q2 2024	20,023	$122.5K	<0.1%	−11,666−36.8%	Reduced	Holders
Q1 2024	31,689	$193.3K	<0.1%	−1,044−3.2%	Reduced	Holders
Q4 2023	32,733	$191.8K	<0.1%	−4,593−12.3%	Reduced	Holders
Q3 2023	37,326	$198.9K	<0.1%	+1,392+3.9%	Added	Holders
Q2 2023	35,934	$223.5K	<0.1%	+1,564+4.6%	Added	Holders
Q1 2023	34,370	$214.5K	<0.1%	−5,159−13.1%	Reduced	Holders
Q4 2022	39,529	$241.5K	<0.1%	−2,931−6.9%	Reduced	Holders
Q3 2022	42,460	$258.0K	0.1%	−13,437−24.0%	Reduced	Holders
Q2 2022	55,897	$368.0K	0.1%	−49,158−46.8%	Reduced	Holders
Q1 2022	105,055	$756.0K	0.1%	−122,590−53.9%	Reduced	Holders
Q4 2021	227,645	$1.93M	0.3%	−29,509−11.5%	Reduced	Holders
Q3 2021	257,154	$2.24M	0.4%	−4,253−1.6%	Reduced	Holders
Q2 2021	261,407	$2.35M	0.4%	−107,078−29.1%	Reduced	Holders
Q1 2021	368,485	$3.15M	0.6%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.