Skip to content
Disclosery

JOURNEY STRATEGIC WEALTH LLC: IGPT position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 347,188 IGPT 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 347,188 shares
    Change vs previous 13F -20,316 shares

    0.5% of the 13F portfolio, value $20,159,141.

    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 367,504 shares
    Change vs previous 13F +64,447 shares

    0.57% of the 13F portfolio, value $21,855,480.

    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 303,057 shares
    Change vs previous 13F +21,899 shares

    0.46% of the 13F portfolio, value $16,374,185.

    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 281,158 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $13,817,520.

    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).