Position in JOE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,762,009
+$3,088 QoQ
Shares Held
76,034
+0.3% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#51
of 320 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JOE Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Diversified
Real Estate · as of Jun 30, 2026Journey Advisory Group, LLC holds $4,762,009 across 1 Real Estate - Diversified name. JOE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JOE |
ST JOE Co
This page
|
76,034 | $4,762,009 |
All Filings in JOE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,762,009 | 76,034 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,758,921 | 75,779 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,505,054 | 75,881 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,719,906 | 75,180 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,979,992 | 83,438 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,971,406 | 84,588 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||