JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
All 13F Filings
- Location
- Ammon, ID
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 139,645
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 170 | 139,645 | 13F-HR | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC |
| Q2 2026 | 7/24/2026 | 154 | 128,348 | 13F-HR | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC |
| Q1 2026 | 5/15/2026 | 133 | 113,546 | 13F-HR | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC |
| Q4 2025 | 4/29/2026 | 248 | 487,092 | 13F-HR | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 122.8 K | 87.9% | 10.74 K | 0 | 10.74 K |
| ETFs | 16.87 K | 12.1% | 560 | 0 | 560 |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
139,645
Holdings
170
QoQ value change ($000)
11,297
(8.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.