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Disclosery

Cornerstone Advisory, LLC: JEPQ position timeline

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

Cornerstone Advisory, LLC held 394,178 JEPQ 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 394,178 shares
    Change vs previous 13F +6,561 shares

    2.01% of the 13F portfolio, value $24,226,158.

    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 387,617 shares
    Change vs previous 13F +1,841 shares

    2.04% of the 13F portfolio, value $21,520,515.

    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 385,776 shares
    Change vs previous 13F +8,051 shares

    2.14% of the 13F portfolio, value $22,421,306.

    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 377,725 shares
    Change vs previous 13F +1,124 shares

    2.13% of the 13F portfolio, value $21,726,761.

    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 376,601 shares
    Change vs previous 13F +24,159 shares

    2.2% of the 13F portfolio, value $20,487,115.

    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 352,442 shares
    Change vs previous 13F +30,909 shares

    2.11% of the 13F portfolio, value $18,076,771.

    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 321,533 shares
    Change vs previous 13F +36,100 shares

    2.13% of the 13F portfolio, value $18,735,730.

    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 285,433 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $15,678,819.

    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).