JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
Q3 2026 13F Holdings
Location
Ammon, ID
Holdings as of
9/30/2026
Value ($000)
$139,645
Num holdings
170
Date filed
10/9/2026
Form type
13F-HR
Prev filing
7/24/2026
Next filing
SEC
View on sec.gov
Compare Q3 2026 to
2026 Q2
2026 Q1
2025 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type