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Steward Partners Investment Advisory, LLC: JOE position timeline

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

Steward Partners Investment Advisory, LLC held 13,397 JOE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,397 shares
    Change vs previous 13F -2,458 shares

    <0.01% of the 13F portfolio, value $839,054.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 15,855 shares
    Change vs previous 13F +13,985 shares

    0.01% of the 13F portfolio, value $995,694.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 1,870 shares
    Change vs previous 13F -2,197 shares

    <0.01% of the 13F portfolio, value $111,022.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 4,067 shares
    Change vs previous 13F -950 shares

    <0.01% of the 13F portfolio, value $201,235.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 5,017 shares
    Change vs previous 13F -2,885 shares

    <0.01% of the 13F portfolio, value $239,311.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 7,902 shares
    Change vs previous 13F -3,395 shares

    <0.01% of the 13F portfolio, value $370,999.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 11,297 shares
    Change vs previous 13F +5,875 shares

    <0.01% of the 13F portfolio, value $507,574.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 5,422 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $316,157.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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