Position in NMR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$167,592
-$4,962,775 QoQ
Shares Held
19,088
-96.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#160
of 298 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NMR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Journey Advisory Group, LLC holds $6,926,356 across 4 Capital Markets names. NMR ranks #4 (2.4% of the industry book) .
All Filings in NMR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,592 | 19,088 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $5,130,367 | 611,486 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,433,973 | 609,900 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,063,248 | 617,515 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,663,991 | 595,771 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||