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Disclosery

Cornerstone Advisory, LLC: JPIE position timeline

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

Cornerstone Advisory, LLC held 829,529 JPIE 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 829,529 shares
    Change vs previous 13F +140,939 shares

    3.17% of the 13F portfolio, value $38,199,833.

    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 688,590 shares
    Change vs previous 13F +55,746 shares

    3.01% of the 13F portfolio, value $31,723,343.

    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 632,844 shares
    Change vs previous 13F +35,286 shares

    2.79% of the 13F portfolio, value $29,294,370.

    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 597,558 shares
    Change vs previous 13F +35,122 shares

    2.72% of the 13F portfolio, value $27,732,674.

    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 562,436 shares
    Change vs previous 13F +21,513 shares

    2.8% of the 13F portfolio, value $26,052,023.

    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 540,923 shares
    Change vs previous 13F +49,058 shares

    2.89% of the 13F portfolio, value $24,741,837.

    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 491,865 shares
    Change vs previous 13F +398,276 shares

    2.56% of the 13F portfolio, value $22,576,604.

    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 93,589 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $4,341,610.

    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).