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Journey Beyond Wealth, LLC: VXF position timeline

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

Journey Beyond Wealth, LLC held 38,795 VXF 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 38,795 shares
    Change vs previous 13F -2,866 shares

    7.46% of the 13F portfolio, value $9,551,793.

    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 41,661 shares
    Change vs previous 13F -7,611 shares

    7.36% of the 13F portfolio, value $8,573,837.

    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 49,272 shares
    Change vs previous 13F -5,782 shares

    8.2% of the 13F portfolio, value $10,303,692.

    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 55,054 shares
    Change vs previous 13F -4,427 shares

    9.48% of the 13F portfolio, value $11,525,049.

    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 59,481 shares
    Change vs previous 13F -4,745 shares

    9.67% of the 13F portfolio, value $11,462,493.

    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 64,226 shares
    Change vs previous 13F +2,527 shares

    10.34% of the 13F portfolio, value $11,063,598.

    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 61,699 shares
    Change vs previous 13F not available

    11.02% of the 13F portfolio, value $11,721,600.

    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).