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Mills Wealth Advisors LLC → JOE
Mills Wealth Advisors LLC JOE Position History
The St. Joe Company • Real Estate
Quarters held
4
Latest value
$5.7M
Q3 2026
Peak value
$5.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.3M |
| Q1 2026 | $5.6M |
| Q2 2026 | $5.5M |
| Q3 2026 | $5.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.7M | 87.2K | — | — |
| Q2 2026 | $5.5M | 87.8K | — | — |
| Q1 2026 | $5.6M | 89.2K | — | — |
| Q4 2025 | $5.3M | 89.8K | — | — |