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Lumbard & Kellner, LLC: JOE position timeline

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

Lumbard & Kellner, LLC held 18,572 JOE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,572 shares
    Change vs previous 13F +385 shares

    0.35% of the 13F portfolio, value $1,163,164.

    13F-HR 0001602476-26-000003 filed by Lumbard & Kellner, 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 18,187 shares
    Change vs previous 13F +96 shares

    0.4% of the 13F portfolio, value $1,142,144.

    13F-HR 0001602476-26-000002 filed by Lumbard & Kellner, 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 18,091 shares
    Change vs previous 13F +1,105 shares

    0.38% of the 13F portfolio, value $1,074,063.

    13F-HR 0001602476-26-000001 filed by Lumbard & Kellner, 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 16,986 shares
    Change vs previous 13F +1,635 shares

    0.31% of the 13F portfolio, value $840,467.

    13F-HR 0001602476-25-000005 filed by Lumbard & Kellner, 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 15,351 shares
    Change vs previous 13F +794 shares

    0.32% of the 13F portfolio, value $732,243.

    13F-HR 0001602476-25-000004 filed by Lumbard & Kellner, 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 14,557 shares
    Change vs previous 13F +653 shares

    0.3% of the 13F portfolio, value $683,451.

    13F-HR 0001602476-25-000003 filed by Lumbard & Kellner, 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 13,904 shares
    Change vs previous 13F +2,914 shares

    0.27% of the 13F portfolio, value $624,707.

    13F-HR 0001602476-25-000001 filed by Lumbard & Kellner, 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 10,990 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $640,827.

    13F-HR 0001602476-24-000004 filed by Lumbard & Kellner, LLC
    Filed (acceptance time not in the bulk data set), ingested

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