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JOURNEY STRATEGIC WEALTH LLC: GTO position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 380,778 GTO 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 380,778 shares
    Change vs previous 13F +18,147 shares

    0.44% of the 13F portfolio, value $17,831,811.

    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 362,631 shares
    Change vs previous 13F +16,356 shares

    0.45% of the 13F portfolio, value $17,195,977.

    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 346,275 shares
    Change vs previous 13F +28,689 shares

    0.46% of the 13F portfolio, value $16,451,534.

    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 317,586 shares
    Change vs previous 13F +14,935 shares

    0.48% of the 13F portfolio, value $14,891,628.

    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 302,651 shares
    Change vs previous 13F -16,126 shares

    0.5% of the 13F portfolio, value $14,203,399.

    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 318,777 shares
    Change vs previous 13F +49,927 shares

    0.55% of the 13F portfolio, value $14,791,260.

    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 268,850 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $12,985,469.

    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).