Skip to content
Disclosery

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

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC held 6,627 V 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 6,627 shares
    Change vs previous 13F -1,146 shares

    1.71% of the 13F portfolio, value $2,381,673.

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

  2. period ended2026-06-30
    13F 7,773 shares
    Change vs previous 13F -770 shares

    2.08% of the 13F portfolio, value $2,666,749.

    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 8,543 shares
    Change vs previous 13F -25,057 shares

    2.27% of the 13F portfolio, value $2,582,131.

    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 33,600 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $11,784,068.

    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).