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Journey Advisory Group, LLC: XLI position timeline

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

Journey Advisory Group, LLC held 7,576 XLI 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 7,576 shares
    Change vs previous 13F -135 shares

    0.11% of the 13F portfolio, value $1,403,302.

    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 7,711 shares
    Change vs previous 13F -150 shares

    0.11% of the 13F portfolio, value $1,245,668.

    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 7,861 shares
    Change vs previous 13F +205 shares

    0.1% of the 13F portfolio, value $1,218,760.

    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 7,656 shares
    Change vs previous 13F -285 shares

    0.09% of the 13F portfolio, value $1,180,785.

    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 7,941 shares
    Change vs previous 13F +2,450 shares

    0.09% of the 13F portfolio, value $1,171,457.

    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 5,491 shares
    Change vs previous 13F -200 shares

    0.06% of the 13F portfolio, value $719,706.

    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 5,691 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $693,563.

    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 5,691 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $693,563.

    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).