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

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC held 4,784 O 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 4,784 shares
    Change vs previous 13F -1,496 shares

    0.19% of the 13F portfolio, value $259,827.

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

  2. period ended2026-06-30
    13F 6,280 shares
    Change vs previous 13F +149 shares

    0.3% of the 13F portfolio, value $389,080.

    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 6,131 shares
    Change vs previous 13F -13,234 shares

    0.33% of the 13F portfolio, value $375,144.

    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 19,365 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,091,721.

    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).