SHEN — SHENANDOAH TELECOMMUNICATION

Ownership history in Cornerstone Advisory, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Advisory, LLC reported a position in SHENANDOAH TELECOMMUNICATION (SHEN). 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.

Peak position
0.09% (2024 Q2)
Avg. % of fund
0.06%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 35,301 -35 -0.1% 0.04% $408K $11.56
2025 Q3 REDUCED 35,336 -3,210 -8.3% 0.05% $474K $13.29
2025 Q2 ADDED 38,546 +20 +0.1% 0.06% $527K $13.53
2025 Q1 UNCHANGED 38,526 — 0% 0.05% $452K $12.45
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SHEN price (monthly, adj. close)

Other funds also holding SHEN

As of 2025 Q4 — sorted by position size

ECP ControlCo, LLC 3Y 19.5% GCM Grosvenor Holdings, LLC 3Y 6.73% Broad Run Investment Management, LLC 3Y 7Y 1.91% SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 3Y 7Y 1.51% NATURAL INVESTMENTS, LLC 3Y 0.18% BEACON INVESTMENT ADVISORS LLC 3Y 0.17% Salvus Wealth Management, LLC 3Y 0.12% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.09% ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3Y 0.07% INCEPTIONR LLC 3Y 0.06%
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