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Journey Advisory Group, LLC: FNDX position timeline

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

Journey Advisory Group, LLC held 234,993 FNDX 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 234,993 shares
    Change vs previous 13F +2,900 shares

    0.56% of the 13F portfolio, value $7,308,282.

    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 232,093 shares
    Change vs previous 13F -26,250 shares

    0.55% of the 13F portfolio, value $6,463,790.

    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 258,343 shares
    Change vs previous 13F -3,728 shares

    0.59% of the 13F portfolio, value $7,029,513.

    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 262,071 shares
    Change vs previous 13F +885 shares

    0.51% of the 13F portfolio, value $6,892,468.

    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 261,186 shares
    Change vs previous 13F -9,083 shares

    0.5% of the 13F portfolio, value $6,409,505.

    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 270,269 shares
    Change vs previous 13F +176,628 shares

    0.52% of the 13F portfolio, value $6,381,052.

    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 93,641 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $6,272,075.

    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 93,641 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $6,272,075.

    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).