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Fermata Advisors, LLC: JOE position timeline

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

Fermata Advisors, LLC held 3,293 JOE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,293 shares
    Change vs previous 13F +12 shares

    0.04% of the 13F portfolio, value $216,603.

    13F-HR 0001085146-26-000880 filed by Fermata Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,281 shares
    Change vs previous 13F -113 shares

    0.04% of the 13F portfolio, value $205,460.

    13F-HR 0001859259-26-000003 filed by Fermata Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,394 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $213,175.

    13F-HR 0001859259-26-000002 filed by Fermata Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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