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Journey Advisory Group, LLC: USMV position timeline

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

Journey Advisory Group, LLC held 219,463 USMV 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 219,463 shares
    Change vs previous 13F +881 shares

    1.62% of the 13F portfolio, value $21,169,380.

    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 218,582 shares
    Change vs previous 13F -3,553 shares

    1.74% of the 13F portfolio, value $20,271,275.

    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 222,135 shares
    Change vs previous 13F +2,878 shares

    1.76% of the 13F portfolio, value $20,916,211.

    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 219,257 shares
    Change vs previous 13F -1,356 shares

    1.54% of the 13F portfolio, value $20,860,091.

    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 220,613 shares
    Change vs previous 13F -12,518 shares

    1.61% of the 13F portfolio, value $20,708,923.

    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 233,131 shares
    Change vs previous 13F -1,022 shares

    1.79% of the 13F portfolio, value $21,835,030.

    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 234,153 shares
    Change vs previous 13F 0 shares

    2.35% of the 13F portfolio, value $19,659,519.

    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 234,153 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $19,659,519.

    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).