Ownership history in Cornerstone Advisory, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Advisory, LLC reported a position in BNY MELLON STRATEGIC MUNS IN (LEO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 13,766 | -34,643 | -71.6% | 0.01% | $86K | $6.11 |
| 2025 Q2 | ADDED | 48,409 | +8,776 | +22.1% | 0.03% | $287K | $5.72 |
| 2025 Q1 | REDUCED | 39,633 | -2,679 | -6.3% | 0.03% | $233K | $5.85 |
| 2024 Q4 | ADDED | 42,312 | +22,210 | +110.5% | 0.03% | $264K | $5.72 |
| 2024 Q3 | ADDED | 20,102 | +79 | +0.4% | 0.02% | $131K | $6.11 |
| 2024 Q2 | REDUCED | 20,023 | -11,666 | -36.8% | 0.02% | $123K | $5.70 |
| 2024 Q1 | REDUCED | 31,689 | -1,044 | -3.2% | 0.03% | $193K | $5.62 |
| 2023 Q4 | REDUCED | 32,733 | -4,593 | -12.3% | 0.03% | $192K | $5.35 |
| 2023 Q3 | ADDED | 37,326 | +1,392 | +3.9% | 0.03% | $199K | $4.82 |
| 2023 Q2 | ADDED | 35,934 | +1,564 | +4.6% | 0.04% | $224K | $5.56 |
As of 2025 Q4 — sorted by position size