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Disclosery

JOURNEY STRATEGIC WEALTH LLC: IDCC position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 976 IDCC 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 976 shares
    Change vs previous 13F +241 shares

    0.01% of the 13F portfolio, value $294,752.

    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 735 shares
    Change vs previous 13F -79 shares

    0.01% of the 13F portfolio, value $234,010.

    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 814 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $281,017.

    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).