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JOURNEY STRATEGIC WEALTH LLC: CG position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 17,474 CG 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 17,474 shares
    Change vs previous 13F -429 shares

    0.02% of the 13F portfolio, value $845,566.

    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 17,903 shares
    Change vs previous 13F -99 shares

    0.03% of the 13F portfolio, value $1,058,247.

    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 18,002 shares
    Change vs previous 13F -238 shares

    0.03% of the 13F portfolio, value $1,128,726.

    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 18,240 shares
    Change vs previous 13F +5,236 shares

    0.03% of the 13F portfolio, value $937,537.

    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 13,004 shares
    Change vs previous 13F +676 shares

    0.02% of the 13F portfolio, value $566,845.

    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 12,328 shares
    Change vs previous 13F +481 shares

    0.02% of the 13F portfolio, value $622,440.

    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 11,847 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $510,131.

    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).