Back to JOE
Annex Advisory Services, LLC → JOE
Annex Advisory Services, LLC JOE Position History
The St. Joe Company • Real Estate
Quarters held
4
Latest value
$2.2M
Q3 2026
Peak value
$2.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.9M |
| Q1 2026 | $1.9M |
| Q2 2026 | $1.9M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 33.5K | — | — |
| Q2 2026 | $1.9M | 29.9K | — | — |
| Q1 2026 | $1.9M | 30.9K | — | — |
| Q4 2025 | $1.9M | 32.2K | — | — |