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Journey Advisory Group, LLC: IBTH position timeline

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

Journey Advisory Group, LLC held 853,470 IBTH 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 853,470 shares
    Change vs previous 13F -18,635 shares

    1.46% of the 13F portfolio, value $19,092,121.

    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 872,105 shares
    Change vs previous 13F +22,269 shares

    1.68% of the 13F portfolio, value $19,561,312.

    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 849,836 shares
    Change vs previous 13F +30,239 shares

    1.61% of the 13F portfolio, value $19,095,812.

    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 819,597 shares
    Change vs previous 13F +37,093 shares

    1.37% of the 13F portfolio, value $18,457,322.

    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 782,504 shares
    Change vs previous 13F +11,604 shares

    1.37% of the 13F portfolio, value $17,598,512.

    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 770,900 shares
    Change vs previous 13F +99,543 shares

    1.41% of the 13F portfolio, value $17,283,575.

    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 671,357 shares
    Change vs previous 13F 0 shares

    1.77% of the 13F portfolio, value $14,820,203.

    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 671,357 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $14,820,203.

    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).