Skip to content
Disclosery

JOURNEY STRATEGIC WEALTH LLC: F position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 62,686 F 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 62,686 shares
    Change vs previous 13F -588 shares

    0.02% of the 13F portfolio, value $723,396.

    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 63,274 shares
    Change vs previous 13F +2,033 shares

    0.02% of the 13F portfolio, value $830,154.

    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 61,241 shares
    Change vs previous 13F +7,372 shares

    0.02% of the 13F portfolio, value $732,441.

    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 53,869 shares
    Change vs previous 13F +13,153 shares

    0.02% of the 13F portfolio, value $584,479.

    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 40,716 shares
    Change vs previous 13F +18,690 shares

    0.01% of the 13F portfolio, value $408,380.

    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 22,026 shares
    Change vs previous 13F +9,757 shares

    0.01% of the 13F portfolio, value $218,053.

    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 12,269 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $129,557.

    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).