Position in JOE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$5,500,479
-$100,527 QoQ
Shares Held
87,825
-1.5% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
28.55%
of 13F equity value
Holder Rank
#3
of 33 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, 2026Mills Wealth Advisors LLC holds $5,500,479 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
|
87,825 | $5,500,479 |
All Filings in JOE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,500,479 | 87,825 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $5,601,006 | 89,188 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,332,791 | 89,823 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,458,246 | 90,102 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $4,225,790 | 88,591 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,976,536 | 63,398 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||