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Journey Advisory Group, LLC: AJG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Journey Advisory Group, LLC on AJG, newest first. How the timeline and the estimate are built.

Journey Advisory Group, LLC held 2,097 AJG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,097 shares
    Change vs previous 13F -13,733 shares

    0.04% of the 13F portfolio, value $481,408.

    13F-HR 0001765380-26-000267 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,830 shares
    Change vs previous 13F -1,115 shares

    0.29% of the 13F portfolio, value $3,428,487.

    13F-HR 0001765380-26-000165 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,945 shares
    Change vs previous 13F -1,958 shares

    0.37% of the 13F portfolio, value $4,385,159.

    13F-HR 0001765380-26-000040 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,903 shares
    Change vs previous 13F +114 shares

    0.43% of the 13F portfolio, value $5,854,906.

    13F-HR 0001765380-25-000453 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 18,789 shares
    Change vs previous 13F +194 shares

    0.47% of the 13F portfolio, value $6,014,580.

    13F-HR 0001765380-25-000270 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,595 shares
    Change vs previous 13F -65 shares

    0.53% of the 13F portfolio, value $6,419,874.

    13F-HR 0001765380-25-000221 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,660 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $4,838,725.

    13F-HR 0001765380-25-000042 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 18,660 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,838,725.

    13F-HR 0001765380-24-000446 filed by Journey Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).