Skip to content
Disclosery

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC: EXPD 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 EXPD, newest first. How the timeline and the estimate are built.

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC held 2,533 EXPD 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 2,533 shares
    Change vs previous 13F -818 shares

    0.34% of the 13F portfolio, value $467,854.

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

  2. period ended2026-06-30
    13F 3,351 shares
    Change vs previous 13F -228 shares

    0.43% of the 13F portfolio, value $546,136.

    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 3,579 shares
    Change vs previous 13F -10,501 shares

    0.45% of the 13F portfolio, value $512,761.

    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 14,080 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,098,052.

    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).