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
- period ended2026-06-3013F 23,593 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 23,730 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 25,437 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 23,729 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 24,806 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 25,537 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 30,023 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 25,470 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).