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Journey Advisory Group, LLC: IBTJ position timeline

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

Journey Advisory Group, LLC held 808,737 IBTJ 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 808,737 shares
    Change vs previous 13F +11,004 shares

    1.34% of the 13F portfolio, value $17,509,156.

    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 797,733 shares
    Change vs previous 13F +24,732 shares

    1.49% of the 13F portfolio, value $17,424,882.

    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 773,001 shares
    Change vs previous 13F +27,488 shares

    1.43% of the 13F portfolio, value $16,963,508.

    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 745,513 shares
    Change vs previous 13F +28,723 shares

    1.21% of the 13F portfolio, value $16,367,738.

    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 716,790 shares
    Change vs previous 13F +11,834 shares

    1.22% of the 13F portfolio, value $15,712,037.

    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 704,956 shares
    Change vs previous 13F +189,752 shares

    1.26% of the 13F portfolio, value $15,346,893.

    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 515,204 shares
    Change vs previous 13F 0 shares

    1.32% of the 13F portfolio, value $11,009,910.

    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 515,204 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $11,009,910.

    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).