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Journey Advisory Group, LLC: DSL position timeline

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

Journey Advisory Group, LLC held 230,114 DSL 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 230,114 shares
    Change vs previous 13F -1,427 shares

    0.19% of the 13F portfolio, value $2,545,061.

    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 231,541 shares
    Change vs previous 13F +2,532 shares

    0.22% of the 13F portfolio, value $2,507,589.

    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 229,009 shares
    Change vs previous 13F +4,251 shares

    0.22% of the 13F portfolio, value $2,580,931.

    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 224,758 shares
    Change vs previous 13F -2,754 shares

    0.2% of the 13F portfolio, value $2,760,029.

    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 227,512 shares
    Change vs previous 13F +615 shares

    0.22% of the 13F portfolio, value $2,784,747.

    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 226,897 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,861,172.

    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).