Journey Retirement Planning & Investment Management LLCCoreConcentrated trader

CIK: 0002122180 | AMMON, ID

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	339	$139.6M	2026-10-09	SEC ↗
Q2 2026	13F-HR	308	$128.3M	2026-07-24	SEC ↗
Q1 2026	13F-HR	265	$113.5M	2026-05-15	SEC ↗
Q4 2025	13F-HR	487	$487.1M	2026-04-29	SEC ↗