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JOURNEY STRATEGIC WEALTH LLC: HTAB position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 29,170 HTAB 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 29,170 shares
    Change vs previous 13F +28 shares

    0.01% of the 13F portfolio, value $554,230.

    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 29,142 shares
    Change vs previous 13F +2,984 shares

    0.01% of the 13F portfolio, value $558,070.

    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 26,158 shares
    Change vs previous 13F -24,055 shares

    0.01% of the 13F portfolio, value $500,402.

    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 50,213 shares
    Change vs previous 13F +12,159 shares

    0.03% of the 13F portfolio, value $939,486.

    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 38,054 shares
    Change vs previous 13F -2,349 shares

    0.03% of the 13F portfolio, value $729,495.

    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 40,403 shares
    Change vs previous 13F +2,843 shares

    0.03% of the 13F portfolio, value $782,202.

    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 37,560 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $744,064.

    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 37,560 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $725,284.

    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).