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JOURNEY STRATEGIC WEALTH LLC: EFIV position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 27,726 EFIV 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 27,726 shares
    Change vs previous 13F +27,726 shares

    0.04% of the 13F portfolio, value $1,748,946.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -5,068 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 5,068 shares
    Change vs previous 13F +75 shares

    0.01% of the 13F portfolio, value $271,120.

    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).

  4. period ended2024-12-31
    13F 4,993 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $281,985.

    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).

  5. period ended2024-09-30
    13F 4,993 shares
    Change vs previous 13F -1,029 shares

    0.01% of the 13F portfolio, value $278,391.

    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).

  6. period ended2024-06-30
    13F 6,022 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $319,759.

    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).