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

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC held 4,208 TRI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

period ended2026-09-30
13F 4,208 shares
Change vs previous 13F -827 shares
0.29% of the 13F portfolio, value $409,564.
13F-HR 0001172661-26-004460 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
Accepted 2026-10-09 14:49:04 UTC, ingested 2026-10-09 14:50:03 UTC
period ended2026-06-30
13F 5,035 shares
Change vs previous 13F not available
0.32% of the 13F portfolio, value $411,208.
13F-HR 0001172661-26-002778 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).