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Disclosery

Annex Advisory Services, LLC: JOE position timeline

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

Annex Advisory Services, LLC held 29,918 JOE shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,918 shares
    Change vs previous 13F -977 shares

    0.03% of the 13F portfolio, value $1,873,778.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, 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 30,895 shares
    Change vs previous 13F -1,281 shares

    0.04% of the 13F portfolio, value $1,940,192.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, 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 32,176 shares
    Change vs previous 13F -735 shares

    0.04% of the 13F portfolio, value $1,910,277.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, 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 32,911 shares
    Change vs previous 13F -5,627 shares

    0.03% of the 13F portfolio, value $1,628,423.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, 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 38,538 shares
    Change vs previous 13F +1,790 shares

    0.04% of the 13F portfolio, value $1,838,271.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, 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 36,748 shares
    Change vs previous 13F -5,908 shares

    0.05% of the 13F portfolio, value $1,725,323.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, 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 42,656 shares
    Change vs previous 13F +14,155 shares

    0.06% of the 13F portfolio, value $1,916,551.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, 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 28,501 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,661,916.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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