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JOURNEY STRATEGIC WEALTH LLC: EFG position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 36,107 EFG 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 36,107 shares
    Change vs previous 13F -39 shares

    0.1% of the 13F portfolio, value $4,021,236.

    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 36,146 shares
    Change vs previous 13F -2,584 shares

    0.11% of the 13F portfolio, value $4,117,752.

    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 38,730 shares
    Change vs previous 13F -1,989 shares

    0.12% of the 13F portfolio, value $4,410,573.

    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 40,719 shares
    Change vs previous 13F -11,794 shares

    0.15% of the 13F portfolio, value $4,560,528.

    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 52,513 shares
    Change vs previous 13F -2,485 shares

    0.18% of the 13F portfolio, value $5,251,300.

    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 54,998 shares
    Change vs previous 13F +5,899 shares

    0.2% of the 13F portfolio, value $5,325,456.

    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 49,099 shares
    Change vs previous 13F +2,620 shares

    0.19% of the 13F portfolio, value $5,285,507.

    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 46,479 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $4,754,801.

    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).