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Journey Beyond Wealth, LLC: IWR position timeline

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

Journey Beyond Wealth, LLC held 3,178 IWR 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 3,178 shares
    Change vs previous 13F -100 shares

    0.27% of the 13F portfolio, value $350,597.

    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 3,278 shares
    Change vs previous 13F -170 shares

    0.27% of the 13F portfolio, value $318,720.

    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 3,448 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $331,939.

    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 3,448 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $332,905.

    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 3,448 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $317,113.

    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 3,448 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $293,322.

    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 3,448 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $304,804.

    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).