JOURNEY STRATEGIC WEALTH LLC: ADI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JOURNEY STRATEGIC WEALTH LLC on ADI, newest first. How the timeline and the estimate are built.
JOURNEY STRATEGIC WEALTH LLC held 2,326 ADI shares at 2026-03-31 per its 13F-HR filed 2026-04-15.
the latest 13F is the newest step
- period ended2026-03-3113F 2,326 sharesChange vs previous 13F +429 shares
0.02% of the 13F portfolio, value $739,965.
13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,897 sharesChange vs previous 13F +127 shares
0.01% of the 13F portfolio, value $514,442.
13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,770 sharesChange vs previous 13F +202 shares
0.01% of the 13F portfolio, value $434,866.
13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,568 sharesChange vs previous 13F +170 shares
0.01% of the 13F portfolio, value $373,193.
13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,398 sharesChange vs previous 13F -16 shares
0.01% of the 13F portfolio, value $281,875.
13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,414 sharesChange vs previous 13F +20 shares
0.01% of the 13F portfolio, value $300,355.
13F-HR 0001909316-25-000001 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,394 sharesChange vs previous 13F +322 shares
0.01% of the 13F portfolio, value $320,787.
13F-HR 0001909316-24-000006 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 1,072 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $244,626.
13F-HR 0001909316-24-000002 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).