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JOURNEY STRATEGIC WEALTH LLC: CMS position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 5,292 CMS 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 5,292 shares
    Change vs previous 13F +66 shares

    0.01% of the 13F portfolio, value $410,572.

    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 5,226 shares
    Change vs previous 13F -86 shares

    0.01% of the 13F portfolio, value $365,471.

    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 5,312 shares
    Change vs previous 13F +2,295 shares

    0.01% of the 13F portfolio, value $389,174.

    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 3,017 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $209,034.

    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).