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Journey Advisory Group, LLC: PRF position timeline

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

Journey Advisory Group, LLC held 130,768 PRF 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 130,768 shares
    Change vs previous 13F -4,617 shares

    0.54% of the 13F portfolio, value $7,065,394.

    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 135,385 shares
    Change vs previous 13F -11,167 shares

    0.55% of the 13F portfolio, value $6,434,848.

    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 146,552 shares
    Change vs previous 13F -4,866 shares

    0.58% of the 13F portfolio, value $6,876,219.

    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 151,418 shares
    Change vs previous 13F -6,951 shares

    0.51% of the 13F portfolio, value $6,845,607.

    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 158,369 shares
    Change vs previous 13F -12,217 shares

    0.52% of the 13F portfolio, value $6,694,257.

    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 170,586 shares
    Change vs previous 13F -23,536 shares

    0.56% of the 13F portfolio, value $6,893,380.

    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 194,122 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $7,366,930.

    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 194,122 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $7,366,930.

    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).