Position in BLNE
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$28,202
+$5,841 QoQ
Shares Held
12,001
-7.7% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLNE Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026Journey Advisory Group, LLC holds $28,202 across 1 Mortgage Finance name. BLNE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLNE |
Beeline Holdings, Inc.
This page
|
12,001 | $28,202 |
All Filings in BLNE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,202 | 12,001 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $22,361 | 13,001 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||