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JOURNEY STRATEGIC WEALTH LLC: HD position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 20,641 HD 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 20,641 shares
    Change vs previous 13F +1,504 shares

    0.17% of the 13F portfolio, value $6,788,471.

    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 19,137 shares
    Change vs previous 13F -211 shares

    0.17% of the 13F portfolio, value $6,584,950.

    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 19,348 shares
    Change vs previous 13F -500 shares

    0.22% of the 13F portfolio, value $7,839,488.

    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 19,848 shares
    Change vs previous 13F +2,798 shares

    0.24% of the 13F portfolio, value $7,277,171.

    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 17,050 shares
    Change vs previous 13F +5,329 shares

    0.22% of the 13F portfolio, value $6,248,738.

    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 11,721 shares
    Change vs previous 13F +2,623 shares

    0.17% of the 13F portfolio, value $4,559,633.

    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 9,098 shares
    Change vs previous 13F +3,172 shares

    0.14% of the 13F portfolio, value $3,686,803.

    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 5,926 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,040,216.

    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).