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Disclosery

Cornerstone Advisory, LLC: JAAA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Advisory, LLC on JAAA, newest first. How the timeline and the estimate are built.

Cornerstone Advisory, LLC held 475,016 JAAA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 475,016 shares
    Change vs previous 13F +61,442 shares

    1.99% of the 13F portfolio, value $23,983,544.

    13F-HR 0001765380-26-000238 filed by Cornerstone Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 413,574 shares
    Change vs previous 13F -5,602 shares

    1.97% of the 13F portfolio, value $20,831,724.

    13F-HR 0001765380-26-000144 filed by Cornerstone Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 419,176 shares
    Change vs previous 13F -71,378 shares

    2.02% of the 13F portfolio, value $21,201,933.

    13F-HR 0001765380-26-000050 filed by Cornerstone Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 490,554 shares
    Change vs previous 13F -13,091 shares

    2.45% of the 13F portfolio, value $24,910,350.

    13F-HR 0001765380-25-000443 filed by Cornerstone Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 503,645 shares
    Change vs previous 13F +5,290 shares

    2.74% of the 13F portfolio, value $25,559,995.

    13F-HR 0001765380-25-000271 filed by Cornerstone Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 498,355 shares
    Change vs previous 13F -60,173 shares

    2.93% of the 13F portfolio, value $25,132,056.

    13F-HR 0001765380-25-000178 filed by Cornerstone Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 558,528 shares
    Change vs previous 13F +342,885 shares

    3.23% of the 13F portfolio, value $28,417,888.

    13F-HR 0001765380-25-000128 filed by Cornerstone Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 215,643 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $10,971,908.

    13F-HR 0001765380-24-000416 filed by Cornerstone Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).