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Disclosery

Journey Advisory Group, LLC: WEC position timeline

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

Journey Advisory Group, LLC held 30,447 WEC 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 30,447 shares
    Change vs previous 13F +133 shares

    0.27% of the 13F portfolio, value $3,555,250.

    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 30,314 shares
    Change vs previous 13F -470 shares

    0.3% of the 13F portfolio, value $3,509,472.

    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 30,784 shares
    Change vs previous 13F -1,476 shares

    0.27% of the 13F portfolio, value $3,246,525.

    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 32,260 shares
    Change vs previous 13F +1,996 shares

    0.27% of the 13F portfolio, value $3,696,637.

    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 30,264 shares
    Change vs previous 13F -161 shares

    0.25% of the 13F portfolio, value $3,153,475.

    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 30,425 shares
    Change vs previous 13F +826 shares

    0.27% of the 13F portfolio, value $3,315,747.

    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 29,599 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $2,322,307.

    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 29,599 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,322,307.

    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).