Journey Beyond Wealth, LLCETFConcentrated long-term

CIK: 0002052989 | ROSWELL, GA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	33	$132.0M	2026-11-04	SEC ↗
Q2 2026	13F-HR	30	$128.1M	2026-08-05	SEC ↗
Q1 2026	13F-HR	29	$116.4M	2026-04-28	SEC ↗
Q4 2025	13F-HR	31	$125.7M	2026-01-23	SEC ↗
Q3 2025	13F-HR	30	$121.6M	2025-10-28	SEC ↗
Q2 2025	13F-HR	28	$118.6M	2025-07-22	SEC ↗
Q1 2025	13F-HR	29	$107.0M	2025-04-25	SEC ↗
Q4 2024	13F-HR	30	$106.4M	2025-02-12	SEC ↗