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Disclosery

JOURNEY STRATEGIC WEALTH LLC: BF-A position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 38,284 BF-A 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 38,284 shares
    Change vs previous 13F -78 shares

    0.03% of the 13F portfolio, value $1,025,628.

    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 38,362 shares
    Change vs previous 13F +1,652 shares

    0.03% of the 13F portfolio, value $1,009,304.

    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 36,710 shares
    Change vs previous 13F -20 shares

    0.03% of the 13F portfolio, value $987,866.

    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 36,730 shares
    Change vs previous 13F +156 shares

    0.03% of the 13F portfolio, value $1,008,973.

    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 36,574 shares
    Change vs previous 13F +65 shares

    0.04% of the 13F portfolio, value $1,224,132.

    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 36,509 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,376,024.

    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 36,509 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,755,353.

    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).