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Journey Advisory Group, LLC: PEP position timeline

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

Journey Advisory Group, LLC held 8,680 PEP 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 8,680 shares
    Change vs previous 13F +287 shares

    0.09% of the 13F portfolio, value $1,175,245.

    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 8,393 shares
    Change vs previous 13F -592 shares

    0.11% of the 13F portfolio, value $1,303,318.

    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 8,985 shares
    Change vs previous 13F -17,698 shares

    0.11% of the 13F portfolio, value $1,289,498.

    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 26,683 shares
    Change vs previous 13F -18,052 shares

    0.28% of the 13F portfolio, value $3,747,410.

    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 44,735 shares
    Change vs previous 13F +6,592 shares

    0.46% of the 13F portfolio, value $5,906,844.

    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 38,143 shares
    Change vs previous 13F +9,062 shares

    0.47% of the 13F portfolio, value $5,719,126.

    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 29,081 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $4,796,357.

    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 29,081 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $4,796,357.

    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).