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JOURNEY STRATEGIC WEALTH LLC: BOXX position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 21,656 BOXX 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 21,656 shares
    Change vs previous 13F +7,576 shares

    0.06% of the 13F portfolio, value $2,518,337.

    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 14,080 shares
    Change vs previous 13F -1,982 shares

    0.04% of the 13F portfolio, value $1,620,569.

    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 16,062 shares
    Change vs previous 13F -1,366 shares

    0.05% of the 13F portfolio, value $1,828,819.

    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 17,428 shares
    Change vs previous 13F -3,487 shares

    0.06% of the 13F portfolio, value $1,963,787.

    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 20,915 shares
    Change vs previous 13F +2,265 shares

    0.08% of the 13F portfolio, value $2,331,860.

    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 18,650 shares
    Change vs previous 13F -20,067 shares

    0.08% of the 13F portfolio, value $2,056,768.

    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 38,717 shares
    Change vs previous 13F +6,035 shares

    0.15% of the 13F portfolio, value $4,217,488.

    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 32,682 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,523,655.

    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).