JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC quarter change: Foreign Funds, Added
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2122180): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Milestones Private Investment Advisors LLC | United States | $0.114B | 78 |
| Bosman Wealth Management, LLC | United States | $0.114B | 52 |
| Bristlecone Value Partners, LLC | United States | $0.114B | 68 |
| Turning Point Benefit Group, Inc. | United States | $0.113B | 4,307 |
| Eagle Bay Advisors LLC | United States | $0.113B | 127 |
| Titan Investment Management LLC | United States | $0.113B | 37 |
| NESTEGG ADVISORS, INC. | United States | $0.114B | 51 |
| CrossGen Wealth, LLC | United States | $0.114B | 200 |
| Barrier Capital Management, LLC | United States | $0.114B | 16 |
| IDG China Capital Fund GP III Associates Ltd. | China | $0.113B | 2 |