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Journey Beyond Wealth, LLC: VEA position timeline

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

Journey Beyond Wealth, LLC held 119,521 VEA 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 119,521 shares
    Change vs previous 13F -2,303 shares

    6.65% of the 13F portfolio, value $8,515,905.

    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 121,824 shares
    Change vs previous 13F -10,696 shares

    6.7% of the 13F portfolio, value $7,806,454.

    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 132,520 shares
    Change vs previous 13F +9,143 shares

    6.58% of the 13F portfolio, value $8,278,496.

    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 123,377 shares
    Change vs previous 13F -4,295 shares

    6.08% of the 13F portfolio, value $7,392,752.

    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 127,672 shares
    Change vs previous 13F +3,267 shares

    6.14% of the 13F portfolio, value $7,278,584.

    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 124,405 shares
    Change vs previous 13F +4,526 shares

    5.91% of the 13F portfolio, value $6,323,484.

    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 119,879 shares
    Change vs previous 13F not available

    5.39% of the 13F portfolio, value $5,732,635.

    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).