Journey Beyond Wealth, LLC: SPY position timeline

Journey Beyond Wealth, LLC held 7,013 SPY 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 7,013 shares

   Change vs previous 13F -212 shares

   4.09% of the 13F portfolio, value $5,237,099.

   13F-HR 0002052989-26-000003 filed by Journey Beyond Wealth, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 7,225 shares

   Change vs previous 13F -80 shares

   4.04% of the 13F portfolio, value $4,698,707.

   13F-HR 0002052989-26-000002 filed by Journey Beyond Wealth, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 7,305 shares

   Change vs previous 13F -15 shares

   3.96% of the 13F portfolio, value $4,981,426.

   13F-HR 0002052989-26-000001 filed by Journey Beyond Wealth, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 7,320 shares

   Change vs previous 13F -70 shares

   4.01% of the 13F portfolio, value $4,876,438.

   13F-HR 0002052989-25-000002 filed by Journey Beyond Wealth, LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 7,390 shares

   Change vs previous 13F -5 shares

   3.85% of the 13F portfolio, value $4,565,912.

   13F-HR 0001085146-25-004015 filed by Journey Beyond Wealth, LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 7,395 shares

   Change vs previous 13F -25 shares

   3.87% of the 13F portfolio, value $4,136,690.

   13F-HR 0001085146-25-002340 filed by Journey Beyond Wealth, LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 7,420 shares

   Change vs previous 13F not available

   4.09% of the 13F portfolio, value $4,348,714.

   13F-HR 0001085146-25-001019 filed by Journey Beyond Wealth, LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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