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JOURNEY STRATEGIC WEALTH LLC: DLY position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 89,111 DLY 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 89,111 shares
    Change vs previous 13F -43,950 shares

    0.03% of the 13F portfolio, value $1,240,419.

    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 133,061 shares
    Change vs previous 13F +74,000 shares

    0.05% of the 13F portfolio, value $1,934,701.

    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 59,061 shares
    Change vs previous 13F +21,500 shares

    0.03% of the 13F portfolio, value $890,634.

    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 37,561 shares
    Change vs previous 13F +2,365 shares

    0.02% of the 13F portfolio, value $585,569.

    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 35,196 shares
    Change vs previous 13F +2,900 shares

    0.02% of the 13F portfolio, value $566,649.

    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 32,296 shares
    Change vs previous 13F +5,683 shares

    0.02% of the 13F portfolio, value $511,239.

    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 26,613 shares
    Change vs previous 13F -2,500 shares

    0.02% of the 13F portfolio, value $441,510.

    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 29,113 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $459,404.

    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).