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JOURNEY STRATEGIC WEALTH LLC: FMB position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 146,105 FMB 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 146,105 shares
    Change vs previous 13F +5,032 shares

    0.18% of the 13F portfolio, value $7,401,665.

    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 141,073 shares
    Change vs previous 13F +4,918 shares

    0.19% of the 13F portfolio, value $7,213,754.

    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 136,155 shares
    Change vs previous 13F +6,547 shares

    0.19% of the 13F portfolio, value $6,903,262.

    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 129,608 shares
    Change vs previous 13F -11,252 shares

    0.21% of the 13F portfolio, value $6,457,056.

    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 140,860 shares
    Change vs previous 13F +20,600 shares

    0.25% of the 13F portfolio, value $7,102,485.

    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 120,260 shares
    Change vs previous 13F +15,890 shares

    0.23% of the 13F portfolio, value $6,134,466.

    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 104,370 shares
    Change vs previous 13F +8,874 shares

    0.2% of the 13F portfolio, value $5,423,068.

    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 95,496 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $4,876,028.

    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).