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Journey Advisory Group, LLC: SPTM position timeline

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

Journey Advisory Group, LLC held 12,191 SPTM 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 12,191 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,106,791.

    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 12,191 shares
    Change vs previous 13F -34,501 shares

    0.08% of the 13F portfolio, value $963,795.

    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 46,692 shares
    Change vs previous 13F -4,032 shares

    0.32% of the 13F portfolio, value $3,853,454.

    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 50,724 shares
    Change vs previous 13F -1,959 shares

    0.3% of the 13F portfolio, value $4,090,865.

    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 52,683 shares
    Change vs previous 13F -4,999 shares

    0.31% of the 13F portfolio, value $3,945,406.

    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 57,682 shares
    Change vs previous 13F -6,609 shares

    0.32% of the 13F portfolio, value $3,922,931.

    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 64,291 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $4,265,687.

    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 64,291 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $4,265,687.

    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).