JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC FTI — TECHNIPFMC PLC

Ownership history in JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC  ·  3 quarters on record

AI Ownership Summary

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported TECHNIPFMC PLC (FTI) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.25% in 2026 Q3. The latest visible filing shows FTI at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC's position in TECHNIPFMC PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

FTI was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FTI stock page JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC fund profile JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC full holdings
How JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC held FTI — position size vs. price
% of Fund (quarterly)    FTI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 5,083 +1,137 +28.8% 0.25% $345K 2026-10-09 $69.57
2026 Q2 REDUCED 61.4% +6.6% ❌ 3,946 -6,266 -61.4% 0.20% $262K 2026-07-24 $76.70
2026 Q1 INITIATED — — — 10,212 — — 0.09% $455K 2026-05-15 $71.19

🏢 Other funds also holding FTI

As of 2026 Q3 — sorted by position size

Kopion Asset Management, LLC 3Y 4.17% BARLOW WEALTH PARTNERS, LLC 2.07% PVG ASSET MANAGEMENT CORP 3Y 7Y 1.75% Terra Nova Asset Management LLC 3Y 7Y 1.23% BankChampaign, National Association 0.89% FIG FINANCIAL ADVISORY SERVICES INC /ADV 0.8% Lifestyle Asset Management, Inc. 3Y 0.62% DUTCH ASSET Corp 0.47% Oak Harvest Investment Services 3Y 0.43% Essential Partners LLC 0.37%

FAQ About JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC and FTI

These are the practical questions this page is built to answer before you even open the full history table.

How long has JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported owning FTI?

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported FTI across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported FTI position in JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for FTI was 0.25% in 2026 Q3.

What is the latest reported FTI position on this page?

The most recent filing on this page is 2026 Q3, when JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC reported 5,083 shares, equal to 0.25% of portfolio, with an estimated market value of $345K.

What does the chart on this FTI ownership page compare?

The chart compares JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC's quarterly FTI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC Holdings