JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC opened 23 positions, added to 57, reduced 48, sold out of 6 and left 1 unchanged. The largest increase in value was NVDA (+$1,085,235); the largest decrease was NFLX (-$781,758).
- MS: Country of operation United States; Class COM NEW; Shares 2026-03-31 1,471; Shares 2026-06-30 1,471.
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.
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