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JOURNEY STRATEGIC WEALTH LLC: EFV position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 11,184 EFV 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 11,184 shares
    Change vs previous 13F -747 shares

    0.02% of the 13F portfolio, value $831,531.

    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 11,931 shares
    Change vs previous 13F -2,087 shares

    0.02% of the 13F portfolio, value $851,993.

    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 14,018 shares
    Change vs previous 13F -3,305 shares

    0.03% of the 13F portfolio, value $950,841.

    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 17,323 shares
    Change vs previous 13F -14,139 shares

    0.04% of the 13F portfolio, value $1,099,664.

    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 31,462 shares
    Change vs previous 13F -291 shares

    0.06% of the 13F portfolio, value $1,854,370.

    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 31,753 shares
    Change vs previous 13F +866 shares

    0.06% of the 13F portfolio, value $1,666,080.

    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 30,887 shares
    Change vs previous 13F +4,161 shares

    0.07% of the 13F portfolio, value $1,776,929.

    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 26,726 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,417,547.

    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).