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JOURNEY STRATEGIC WEALTH LLC: IEFA position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 17,831 IEFA 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 17,831 shares
    Change vs previous 13F -80 shares

    0.04% of the 13F portfolio, value $1,614,238.

    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 17,911 shares
    Change vs previous 13F -3,470 shares

    0.04% of the 13F portfolio, value $1,602,316.

    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 21,381 shares
    Change vs previous 13F -41,896 shares

    0.05% of the 13F portfolio, value $1,866,773.

    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 63,277 shares
    Change vs previous 13F +9,916 shares

    0.17% of the 13F portfolio, value $5,282,361.

    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 53,361 shares
    Change vs previous 13F -1,255 shares

    0.14% of the 13F portfolio, value $4,036,719.

    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 54,616 shares
    Change vs previous 13F -69 shares

    0.14% of the 13F portfolio, value $3,838,375.

    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 54,685 shares
    Change vs previous 13F +37,747 shares

    0.16% of the 13F portfolio, value $4,268,162.

    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 16,938 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,230,375.

    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).