Skip to content
Disclosery

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC: BAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC on BAC, newest first. How the timeline and the estimate are built.

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC held 17,160 BAC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,160 shares
    Change vs previous 13F +1,551 shares

    0.67% of the 13F portfolio, value $934,072.

    13F-HR 0001172661-26-004460 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,609 shares
    Change vs previous 13F +2,332 shares

    0.69% of the 13F portfolio, value $889,357.

    13F-HR 0001172661-26-002778 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,277 shares
    Change vs previous 13F -27,715 shares

    0.57% of the 13F portfolio, value $647,330.

    13F-HR 0001172661-26-002057 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 40,992 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,254,580.

    13F-HR 0001172661-26-001571 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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