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JOURNEY STRATEGIC WEALTH LLC: HRB position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 12,879 HRB 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 12,879 shares
    Change vs previous 13F +410 shares

    0.01% of the 13F portfolio, value $408,763.

    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 12,469 shares
    Change vs previous 13F +341 shares

    0.01% of the 13F portfolio, value $543,378.

    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 12,128 shares
    Change vs previous 13F -1,043 shares

    0.02% of the 13F portfolio, value $613,288.

    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 13,171 shares
    Change vs previous 13F +1,414 shares

    0.02% of the 13F portfolio, value $722,929.

    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 11,757 shares
    Change vs previous 13F +6,208 shares

    0.02% of the 13F portfolio, value $645,577.

    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 5,549 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $293,208.

    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).