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Journey Advisory Group, LLC: J position timeline

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

Journey Advisory Group, LLC held 28,454 J 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 28,454 shares
    Change vs previous 13F -1,351 shares

    0.27% of the 13F portfolio, value $3,585,227.

    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 29,805 shares
    Change vs previous 13F -2,169 shares

    0.33% of the 13F portfolio, value $3,793,595.

    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 31,974 shares
    Change vs previous 13F -2,459 shares

    0.36% of the 13F portfolio, value $4,235,283.

    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 34,433 shares
    Change vs previous 13F +1,296 shares

    0.38% of the 13F portfolio, value $5,160,130.

    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 33,137 shares
    Change vs previous 13F +26,037 shares

    0.34% of the 13F portfolio, value $4,355,859.

    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 7,100 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $858,319.

    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 7,100 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $991,941.

    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 7,100 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $991,941.

    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).