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Disclosery

Journey Advisory Group, LLC: JOE position timeline

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

Journey Advisory Group, LLC held 76,034 JOE 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 76,034 shares
    Change vs previous 13F +255 shares

    0.36% of the 13F portfolio, value $4,762,009.

    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 75,779 shares
    Change vs previous 13F -102 shares

    0.41% of the 13F portfolio, value $4,758,921.

    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 75,881 shares
    Change vs previous 13F +701 shares

    0.38% of the 13F portfolio, value $4,505,055.

    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 75,180 shares
    Change vs previous 13F -8,258 shares

    0.28% of the 13F portfolio, value $3,719,907.

    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 83,438 shares
    Change vs previous 13F -1,150 shares

    0.31% of the 13F portfolio, value $3,979,993.

    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 84,588 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,971,407.

    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).