JOURNEY STRATEGIC WEALTH LLC: FORM position timeline

JOURNEY STRATEGIC WEALTH LLC held 4,870 FORM 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 4,870 shares

   Change vs previous 13F +688 shares

   0.01% of the 13F portfolio, value $472,342.

   13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-12-31

   13F 4,182 shares

   Change vs previous 13F +4,182 shares

   0.01% of the 13F portfolio, value $233,272.

   13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -4,365 shares

   13F-HR 0001909316-25-000001 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

4. period ended2024-09-30

   13F 4,365 shares

   Change vs previous 13F +128 shares

   0.01% of the 13F portfolio, value $200,790.

   13F-HR 0001909316-24-000006 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-06-30

   13F 4,237 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $256,465.

   13F-HR 0001909316-24-000002 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2024-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).