Journey Advisory Group, LLC: DLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Journey Advisory Group, LLC on DLY, newest first. How the timeline and the estimate are built.
Journey Advisory Group, LLC held 197,661 DLY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 197,661 sharesChange vs previous 13F -1,107 shares
0.21% of the 13F portfolio, value $2,781,090.
13F-HR 0001765380-26-000267 filed by Journey Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 198,768 sharesChange vs previous 13F +1,842 shares
0.24% of the 13F portfolio, value $2,766,851.
13F-HR 0001765380-26-000165 filed by Journey Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 196,926 sharesChange vs previous 13F +3,604 shares
0.24% of the 13F portfolio, value $2,863,304.
13F-HR 0001765380-26-000040 filed by Journey Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 193,322 sharesChange vs previous 13F -3,351 shares
0.22% of the 13F portfolio, value $2,915,296.
13F-HR 0001765380-25-000453 filed by Journey Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 196,673 sharesChange vs previous 13F -1,033 shares
0.24% of the 13F portfolio, value $3,066,133.
13F-HR 0001765380-25-000270 filed by Journey Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 197,706 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $3,183,067.
13F-HR 0001765380-25-000221 filed by Journey Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).