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Journey Advisory Group, LLC: PPLT position timeline

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

Journey Advisory Group, LLC held 0 PPLT shares at 2026-03-31 per its 13F-HR filed 2026-05-05.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -25,814 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 25,814 shares
    Change vs previous 13F -6,146 shares

    0.4% of the 13F portfolio, value $4,812,504.

    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).

  3. period ended2025-09-30
    13F 31,960 shares
    Change vs previous 13F -583 shares

    0.34% of the 13F portfolio, value $4,566,445.

    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).

  4. period ended2025-06-30
    13F 32,543 shares
    Change vs previous 13F -720 shares

    0.31% of the 13F portfolio, value $3,998,559.

    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).

  5. period ended2025-03-31
    13F 33,263 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,039,241.

    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).