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Journey Advisory Group, LLC: XLF position timeline

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

Journey Advisory Group, LLC held 32,168 XLF 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 32,168 shares
    Change vs previous 13F -300 shares

    0.13% of the 13F portfolio, value $1,724,526.

    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 32,468 shares
    Change vs previous 13F +1,000 shares

    0.14% of the 13F portfolio, value $1,602,945.

    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 31,468 shares
    Change vs previous 13F -140 shares

    0.14% of the 13F portfolio, value $1,723,502.

    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 31,608 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,702,723.

    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 31,608 shares
    Change vs previous 13F +8,650 shares

    0.13% of the 13F portfolio, value $1,655,311.

    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 22,958 shares
    Change vs previous 13F +199 shares

    0.09% of the 13F portfolio, value $1,143,538.

    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 22,759 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $935,623.

    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 22,759 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $935,623.

    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).