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JOURNEY STRATEGIC WEALTH LLC: AVUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JOURNEY STRATEGIC WEALTH LLC on AVUV, newest first. How the timeline and the estimate are built.

JOURNEY STRATEGIC WEALTH LLC held 102,128 AVUV shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 102,128 shares
    Change vs previous 13F -681 shares

    0.28% of the 13F portfolio, value $11,282,046.

    13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 102,809 shares
    Change vs previous 13F +1,635 shares

    0.28% of the 13F portfolio, value $10,484,477.

    13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 101,174 shares
    Change vs previous 13F +6,832 shares

    0.28% of the 13F portfolio, value $10,069,846.

    13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 94,342 shares
    Change vs previous 13F +8,262 shares

    0.28% of the 13F portfolio, value $8,594,583.

    13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 86,080 shares
    Change vs previous 13F +5,796 shares

    0.26% of the 13F portfolio, value $7,503,559.

    13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 80,284 shares
    Change vs previous 13F +5,256 shares

    0.29% of the 13F portfolio, value $7,749,801.

    13F-HR 0001909316-25-000001 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 75,028 shares
    Change vs previous 13F +13,840 shares

    0.26% of the 13F portfolio, value $7,198,982.

    13F-HR 0001909316-24-000006 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 61,188 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $5,489,805.

    13F-HR 0001909316-24-000002 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).