Position in JOE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,764
-$709 QoQ
Shares Held
108
-9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JOE Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Diversified
Real Estate · as of Jun 30, 2026True Wealth Design, LLC holds $6,764 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
|
108 | $6,764 |
All Filings in JOE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,764 | 108 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $7,473 | 119 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,065 | 119 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $6,185 | 125 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,724 | 120 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,690 | 36 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $314 | 7 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,807 | 31 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||