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Disclosery

JOURNEY STRATEGIC WEALTH LLC: BF-B position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 61,846 BF-B 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 61,846 shares
    Change vs previous 13F +728 shares

    0.04% of the 13F portfolio, value $1,635,208.

    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 61,118 shares
    Change vs previous 13F +503 shares

    0.04% of the 13F portfolio, value $1,592,735.

    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 60,615 shares
    Change vs previous 13F -6 shares

    0.05% of the 13F portfolio, value $1,641,454.

    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 60,621 shares
    Change vs previous 13F +1,919 shares

    0.05% of the 13F portfolio, value $1,631,311.

    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 58,702 shares
    Change vs previous 13F +61 shares

    0.07% of the 13F portfolio, value $1,992,346.

    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 58,641 shares
    Change vs previous 13F -630 shares

    0.08% of the 13F portfolio, value $2,227,185.

    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 59,271 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,916,133.

    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).