A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

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

Journey Beyond Wealth, LLC has filed 5 SEC EDGAR filings since 12 Feb 2025

Recent SEC filings for Journey Beyond Wealth, LLC including 13F-HR, N-PX.

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

Journey Beyond Wealth, LLC files with the SEC under CIK 0002052989. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.