Skip to content
Disclosery

JOURNEY STRATEGIC WEALTH LLC: GUG position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 31,939 GUG 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 31,939 shares
    Change vs previous 13F +4,000 shares

    0.01% of the 13F portfolio, value $486,112.

    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 27,939 shares
    Change vs previous 13F +400 shares

    0.01% of the 13F portfolio, value $428,305.

    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 27,539 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $429,608.

    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 27,539 shares
    Change vs previous 13F -2,000 shares

    0.01% of the 13F portfolio, value $430,710.

    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 29,539 shares
    Change vs previous 13F -7,603 shares

    0.02% of the 13F portfolio, value $445,153.

    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 37,142 shares
    Change vs previous 13F -8,850 shares

    0.02% of the 13F portfolio, value $552,296.

    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 45,992 shares
    Change vs previous 13F -22,100 shares

    0.03% of the 13F portfolio, value $761,162.

    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 68,092 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,016,608.

    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).