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

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC held 1,686 WTW 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 1,686 shares
Change vs previous 13F +185 shares
0.35% of the 13F portfolio, value $485,956.
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 1,501 shares
Change vs previous 13F +230 shares
0.31% of the 13F portfolio, value $392,316.
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).
period ended2026-03-31
13F 1,271 shares
Change vs previous 13F not available
0.33% of the 13F portfolio, value $369,480.
13F-HR 0001172661-26-002057 filed by JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).