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STERLING INVESTMENT MANAGEMENT, LLC: JOE position timeline

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

STERLING INVESTMENT MANAGEMENT, LLC held 0 JOE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -20,338 shares

    13F-HR 0001509873-26-000007 filed by STERLING INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 20,338 shares
    Change vs previous 13F -481 shares

    0.77% of the 13F portfolio, value $1,277,226.

    13F-HR 0001509873-26-000003 filed by STERLING INVESTMENT MANAGEMENT, 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 20,819 shares
    Change vs previous 13F -245 shares

    0.7% of the 13F portfolio, value $1,236,024.

    13F-HR 0001509873-26-000002 filed by STERLING INVESTMENT MANAGEMENT, 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 21,064 shares
    Change vs previous 13F -86 shares

    0.63% of the 13F portfolio, value $1,042,247.

    13F-HR 0001509873-25-000007 filed by STERLING INVESTMENT MANAGEMENT, 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 21,150 shares
    Change vs previous 13F -99 shares

    0.67% of the 13F portfolio, value $1,008,855.

    13F-HR 0001509873-25-000005 filed by STERLING INVESTMENT MANAGEMENT, 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 21,249 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $997,641.

    13F-HR 0001509873-25-000003 filed by STERLING INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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