TY — TRI CONTL CORP

Ownership history in Cornerstone Advisory, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Advisory, LLC reported a position in TRI CONTL CORP (TY). 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
0.48% (2024 Q4)
Avg. % of fund
0.32%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 147,472 +6,479 +4.6% 0.46% $4.8M $32.37
2025 Q3 ADDED 140,993 +1,816 +1.3% 0.47% $4.8M $33.43
2025 Q2 ADDED 139,177 +7,081 +5.4% 0.47% $4.4M $30.89
2025 Q1 ADDED 132,096 +3,001 +2.3% 0.46% $4.0M $29.65
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TY price (monthly, adj. close)

Other funds also holding TY

As of 2025 Q4 — sorted by position size

Altium Capital Management LLC 3Y 5.22% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 2.02% 1620 INVESTMENT ADVISORS, INC. 3Y 2.01% Uncommon Cents Investing LLC 3Y 7Y 1.26% Beckerman Institutional, LLC 0.74% Shaker Financial Services, LLC 3Y 7Y 0.73% Saba Capital Management, L.P. 3Y 7Y 0.68% Stolper Co 3Y 0.59% Platform Technology Partners 3Y 0.47% RB Capital Management, LLC 3Y 7Y 0.41%
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