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Journey Advisory Group, LLC: IBTK position timeline

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

Journey Advisory Group, LLC held 902,785 IBTK 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 902,785 shares
    Change vs previous 13F +51,372 shares

    1.35% of the 13F portfolio, value $17,640,419.

    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 851,413 shares
    Change vs previous 13F +33,902 shares

    1.44% of the 13F portfolio, value $16,789,864.

    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 817,511 shares
    Change vs previous 13F +550,443 shares

    1.36% of the 13F portfolio, value $16,223,507.

    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 267,068 shares
    Change vs previous 13F +101,985 shares

    0.39% of the 13F portfolio, value $5,307,978.

    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 165,083 shares
    Change vs previous 13F +107,487 shares

    0.25% of the 13F portfolio, value $3,275,247.

    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 57,596 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,132,338.

    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).