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Journey Advisory Group, LLC: IJR position timeline

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

Journey Advisory Group, LLC held 37,827 IJR 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 37,827 shares
    Change vs previous 13F -3,480 shares

    0.43% of the 13F portfolio, value $5,610,150.

    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 41,307 shares
    Change vs previous 13F -23,261 shares

    0.44% of the 13F portfolio, value $5,134,926.

    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 64,568 shares
    Change vs previous 13F -160,425 shares

    0.65% of the 13F portfolio, value $7,759,778.

    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 224,993 shares
    Change vs previous 13F +1,013 shares

    1.98% of the 13F portfolio, value $26,735,965.

    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 223,980 shares
    Change vs previous 13F -838 shares

    1.9% of the 13F portfolio, value $24,478,788.

    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 224,818 shares
    Change vs previous 13F -27,292 shares

    1.92% of the 13F portfolio, value $23,509,229.

    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 252,110 shares
    Change vs previous 13F 0 shares

    3.22% of the 13F portfolio, value $26,890,019.

    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 252,110 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $26,890,019.

    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).