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JOURNEY STRATEGIC WEALTH LLC: ESGU position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 19,372 ESGU 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 19,372 shares
    Change vs previous 13F -411 shares

    0.07% of the 13F portfolio, value $2,739,628.

    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 19,783 shares
    Change vs previous 13F -4,677 shares

    0.08% of the 13F portfolio, value $2,947,314.

    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 24,460 shares
    Change vs previous 13F -13,389 shares

    0.1% of the 13F portfolio, value $3,561,317.

    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 37,849 shares
    Change vs previous 13F -116,449 shares

    0.17% of the 13F portfolio, value $5,120,916.

    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 154,298 shares
    Change vs previous 13F -92,296 shares

    0.66% of the 13F portfolio, value $18,810,522.

    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 246,594 shares
    Change vs previous 13F +21,119 shares

    1.19% of the 13F portfolio, value $31,766,246.

    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 225,475 shares
    Change vs previous 13F +21,017 shares

    1.04% of the 13F portfolio, value $28,450,467.

    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 204,458 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $24,395,948.

    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).