Skip to content
Disclosery

JOURNEY STRATEGIC WEALTH LLC: CVMC position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 6,123 CVMC 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 6,123 shares
    Change vs previous 13F +316 shares

    0.01% of the 13F portfolio, value $391,994.

    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 5,807 shares
    Change vs previous 13F +279 shares

    0.01% of the 13F portfolio, value $372,403.

    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 5,528 shares
    Change vs previous 13F +402 shares

    0.01% of the 13F portfolio, value $350,986.

    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 5,126 shares
    Change vs previous 13F -126 shares

    0.01% of the 13F portfolio, value $311,148.

    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 5,252 shares
    Change vs previous 13F -191 shares

    0.01% of the 13F portfolio, value $297,906.

    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 5,443 shares
    Change vs previous 13F +1,255 shares

    0.01% of the 13F portfolio, value $323,371.

    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 4,188 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $251,927.

    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).