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CORNERSTONE ENTERPRISES, LLC: JEPI position timeline

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

CORNERSTONE ENTERPRISES, LLC held 567,410 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 567,410 shares
    Change vs previous 13F +33,512 shares

    14.62% of the 13F portfolio, value $32,047,322.

    13F-HR 0001987314-26-000004 filed by CORNERSTONE ENTERPRISES, 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 533,898 shares
    Change vs previous 13F -9,021 shares

    15.05% of the 13F portfolio, value $30,261,339.

    13F-HR 0001987314-26-000003 filed by CORNERSTONE ENTERPRISES, 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 542,919 shares
    Change vs previous 13F +21,738 shares

    14.87% of the 13F portfolio, value $31,076,683.

    13F-HR 0001987314-26-000001 filed by CORNERSTONE ENTERPRISES, 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 521,181 shares
    Change vs previous 13F +22,499 shares

    14.63% of the 13F portfolio, value $29,759,436.

    13F-HR 0001987314-25-000003 filed by CORNERSTONE ENTERPRISES, 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 498,682 shares
    Change vs previous 13F +52,202 shares

    15.26% of the 13F portfolio, value $28,350,071.

    13F-HR 0001085146-25-004066 filed by CORNERSTONE ENTERPRISES, 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 446,480 shares
    Change vs previous 13F +166,029 shares

    15.55% of the 13F portfolio, value $25,511,868.

    13F-HR 0001085146-25-002308 filed by CORNERSTONE ENTERPRISES, 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 280,451 shares
    Change vs previous 13F not available

    9.69% of the 13F portfolio, value $16,134,346.

    13F-HR 0001085146-25-001211 filed by CORNERSTONE ENTERPRISES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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