Skip to content
Disclosery

Journey Beyond Wealth, LLC: VWO position timeline

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

Journey Beyond Wealth, LLC held 90,658 VWO 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 90,658 shares
    Change vs previous 13F -2,306 shares

    4.23% of the 13F portfolio, value $5,411,368.

    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 92,964 shares
    Change vs previous 13F -2,914 shares

    4.32% of the 13F portfolio, value $5,024,714.

    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 95,878 shares
    Change vs previous 13F +5,184 shares

    4.1% of the 13F portfolio, value $5,154,411.

    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 90,694 shares
    Change vs previous 13F -700 shares

    4.04% of the 13F portfolio, value $4,913,780.

    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 91,394 shares
    Change vs previous 13F +21,072 shares

    3.81% of the 13F portfolio, value $4,520,332.

    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 70,322 shares
    Change vs previous 13F +5,761 shares

    2.98% of the 13F portfolio, value $3,182,772.

    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 64,561 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $2,843,265.

    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).