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Journey Beyond Wealth, LLC: DFIV position timeline

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

Journey Beyond Wealth, LLC held 79,199 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,199 shares
    Change vs previous 13F -3,260 shares

    3.34% of the 13F portfolio, value $4,278,330.

    13F-HR 0002052989-26-000003 filed by Journey Beyond Wealth, 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 82,459 shares
    Change vs previous 13F -7,111 shares

    3.74% of the 13F portfolio, value $4,352,187.

    13F-HR 0002052989-26-000002 filed by Journey Beyond Wealth, 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 89,570 shares
    Change vs previous 13F +2,721 shares

    3.56% of the 13F portfolio, value $4,469,543.

    13F-HR 0002052989-26-000001 filed by Journey Beyond Wealth, 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 86,849 shares
    Change vs previous 13F +3,094 shares

    3.3% of the 13F portfolio, value $4,005,476.

    13F-HR 0002052989-25-000002 filed by Journey Beyond Wealth, 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 83,755 shares
    Change vs previous 13F +11,660 shares

    3.03% of the 13F portfolio, value $3,587,227.

    13F-HR 0001085146-25-004015 filed by Journey Beyond Wealth, 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 72,095 shares
    Change vs previous 13F +4,377 shares

    2.65% of the 13F portfolio, value $2,837,654.

    13F-HR 0001085146-25-002340 filed by Journey Beyond Wealth, 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 67,718 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $2,402,630.

    13F-HR 0001085146-25-001019 filed by Journey Beyond Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).