Journey Beyond Wealth, LLC SEC EDGAR Filings (CIK 0002052989)

SEC EDGAR filings, ownership reports, and insider transactions for Journey Beyond Wealth, LLC.

Business address
300 Colonial Center Parkway, Suite 100, Roswell, GA, 30076
Top securities (13F)
VOO, VEU, VXF, VEA, VUG, VTV, VWO, SPY, QTEC, IJR, DFIV, IGM, SCHO, BRKB, MUB, VTEB, VV, DISV, NVO, and IWM
State of incorporation
GA
Fiscal year end
31 December
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Journey Beyond Wealth, LLC has filed 5 SEC EDGAR filings since 12 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 28 Oct 2025 30 Sep 2025 028-24921
13F-HR Open Document Open Filing 22 Jul 2025 30 Jun 2025 028-24921
N-PX Open Document Open Filing 15 Jul 2025 30 Jun 2025 028-24921
13F-HR Open Document Open Filing 25 Apr 2025 31 Mar 2025 028-24921
13F-HR Open Document Open Filing 12 Feb 2025 31 Dec 2024 028-24921