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JOURNEY STRATEGIC WEALTH LLC: BRK-B position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 21,422 BRK-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 21,422 shares
    Change vs previous 13F +3,732 shares

    0.25% of the 13F portfolio, value $10,265,472.

    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 17,690 shares
    Change vs previous 13F -253 shares

    0.23% of the 13F portfolio, value $8,891,930.

    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 17,943 shares
    Change vs previous 13F -236 shares

    0.25% of the 13F portfolio, value $9,020,716.

    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 18,179 shares
    Change vs previous 13F +5,048 shares

    0.29% of the 13F portfolio, value $8,830,862.

    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 13,131 shares
    Change vs previous 13F +1,324 shares

    0.24% of the 13F portfolio, value $6,993,362.

    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 11,807 shares
    Change vs previous 13F +463 shares

    0.2% of the 13F portfolio, value $5,351,880.

    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 11,344 shares
    Change vs previous 13F +6,739 shares

    0.19% of the 13F portfolio, value $5,221,192.

    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 4,605 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,873,318.

    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).