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JOURNEY STRATEGIC WEALTH LLC: DSL position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 24,500 DSL 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 24,500 shares
    Change vs previous 13F -14,500 shares

    0.01% of the 13F portfolio, value $265,335.

    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 39,000 shares
    Change vs previous 13F -21,550 shares

    0.01% of the 13F portfolio, value $439,530.

    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 60,550 shares
    Change vs previous 13F +5,000 shares

    0.02% of the 13F portfolio, value $743,554.

    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 55,550 shares
    Change vs previous 13F -30,000 shares

    0.02% of the 13F portfolio, value $679,932.

    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 85,550 shares
    Change vs previous 13F +18,500 shares

    0.04% of the 13F portfolio, value $1,078,786.

    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 67,050 shares
    Change vs previous 13F +33,650 shares

    0.03% of the 13F portfolio, value $842,819.

    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 33,400 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $433,532.

    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).