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Mills Wealth Advisors LLC: JOE position timeline

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

Mills Wealth Advisors LLC held 87,825 JOE shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,825 shares
    Change vs previous 13F -1,363 shares

    1.73% of the 13F portfolio, value $5,500,480.

    13F-HR 0001214659-26-008278 filed by Mills Wealth Advisors 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 89,188 shares
    Change vs previous 13F -635 shares

    1.96% of the 13F portfolio, value $5,601,006.

    13F-HR 0001214659-26-005040 filed by Mills Wealth 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 ended2025-12-31
    13F 89,823 shares
    Change vs previous 13F -279 shares

    2.1% of the 13F portfolio, value $5,332,792.

    13F-HR 0001214659-26-000870 filed by Mills Wealth Advisors 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 90,102 shares
    Change vs previous 13F +1,511 shares

    1.81% of the 13F portfolio, value $4,458,247.

    13F-HR 0001214659-25-014832 filed by Mills Wealth Advisors 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 88,591 shares
    Change vs previous 13F +25,193 shares

    1.94% of the 13F portfolio, value $4,225,791.

    13F-HR 0001214659-25-011086 filed by Mills Wealth Advisors 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 63,398 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $2,976,536.

    13F-HR 0001214659-25-006530 filed by Mills Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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