Viewing historical filing for 2026Q1. View latest →
DOSSIER · 13F-HR · Q2 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
$128M in tracked AUM across 308 positions as of Q2 2026.
JR
CIK 0002122180 · last filed Jun 30, 2026
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
Filing history loading…