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JOURNEY STRATEGIC WEALTH LLC: CVLC position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 21,203 CVLC 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 21,203 shares
    Change vs previous 13F +16,783 shares

    0.04% of the 13F portfolio, value $1,697,512.

    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 4,420 shares
    Change vs previous 13F -272 shares

    0.01% of the 13F portfolio, value $372,340.

    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 4,692 shares
    Change vs previous 13F +63 shares

    0.01% of the 13F portfolio, value $384,134.

    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 4,629 shares
    Change vs previous 13F +328 shares

    0.01% of the 13F portfolio, value $354,304.

    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 4,301 shares
    Change vs previous 13F +1,028 shares

    0.01% of the 13F portfolio, value $296,511.

    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 3,273 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $240,045.

    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).