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Covestor Ltd: JOE position timeline

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

Covestor Ltd held 23,593 JOE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,593 shares
    Change vs previous 13F -137 shares

    0.85% of the 13F portfolio, value $1,478,000.

    13F-HR 0001909846-26-000008 filed by Covestor Ltd
    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 23,730 shares
    Change vs previous 13F -1,707 shares

    1.03% of the 13F portfolio, value $1,491,000.

    13F-HR 0001909846-26-000007 filed by Covestor Ltd
    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 25,437 shares
    Change vs previous 13F +1,708 shares

    0.79% of the 13F portfolio, value $1,510,000.

    13F-HR 0001909846-26-000001 filed by Covestor Ltd
    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 23,729 shares
    Change vs previous 13F -1,077 shares

    0.65% of the 13F portfolio, value $1,174,000.

    13F-HR 0001909846-25-000009 filed by Covestor Ltd
    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 24,806 shares
    Change vs previous 13F -731 shares

    0.7% of the 13F portfolio, value $1,183,000.

    13F-HR 0001909846-25-000005 filed by Covestor Ltd
    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 25,537 shares
    Change vs previous 13F -4,486 shares

    0.8% of the 13F portfolio, value $1,198,000.

    13F-HR 0001909846-25-000002 filed by Covestor Ltd
    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 30,023 shares
    Change vs previous 13F +4,553 shares

    0.85% of the 13F portfolio, value $1,349,000.

    13F-HR 0001909846-25-000001 filed by Covestor Ltd
    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 25,470 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,485,000.

    13F-HR 0001909846-24-000006 filed by Covestor Ltd
    Filed (acceptance time not in the bulk data set), ingested

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