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Journey Beyond Wealth, LLC: VEU position timeline

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

Journey Beyond Wealth, LLC held 190,483 VEU 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 190,483 shares
    Change vs previous 13F -19,763 shares

    12.46% of the 13F portfolio, value $15,952,977.

    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 210,246 shares
    Change vs previous 13F -32,790 shares

    13.56% of the 13F portfolio, value $15,789,465.

    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 243,036 shares
    Change vs previous 13F -18,446 shares

    14.22% of the 13F portfolio, value $17,877,757.

    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 261,482 shares
    Change vs previous 13F -6,811 shares

    15.35% of the 13F portfolio, value $18,661,992.

    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 268,293 shares
    Change vs previous 13F +57,180 shares

    15.21% of the 13F portfolio, value $18,034,626.

    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 211,113 shares
    Change vs previous 13F -11,585 shares

    11.97% of the 13F portfolio, value $12,806,118.

    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 222,698 shares
    Change vs previous 13F not available

    12.02% of the 13F portfolio, value $12,785,116.

    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).