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Journey Beyond Wealth, LLC: IGM position timeline

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

Journey Beyond Wealth, LLC held 27,273 IGM 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 27,273 shares
    Change vs previous 13F -2,553 shares

    3.48% of the 13F portfolio, value $4,461,318.

    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 29,826 shares
    Change vs previous 13F +2,567 shares

    3.04% of the 13F portfolio, value $3,534,680.

    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 27,259 shares
    Change vs previous 13F -3,487 shares

    2.8% of the 13F portfolio, value $3,520,773.

    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 30,746 shares
    Change vs previous 13F -2,386 shares

    3.19% of the 13F portfolio, value $3,872,459.

    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 33,132 shares
    Change vs previous 13F +5,900 shares

    3.14% of the 13F portfolio, value $3,722,049.

    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 27,232 shares
    Change vs previous 13F +3,895 shares

    2.31% of the 13F portfolio, value $2,469,081.

    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 23,337 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $2,382,425.

    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).