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JOURNEY STRATEGIC WEALTH LLC: IJR position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 163,315 IJR 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 163,315 shares
    Change vs previous 13F -506 shares

    0.5% of the 13F portfolio, value $20,301,646.

    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 163,821 shares
    Change vs previous 13F -1,338 shares

    0.52% of the 13F portfolio, value $19,687,964.

    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 165,159 shares
    Change vs previous 13F -1,283 shares

    0.55% of the 13F portfolio, value $19,625,801.

    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 166,442 shares
    Change vs previous 13F -342 shares

    0.59% of the 13F portfolio, value $18,190,446.

    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 166,784 shares
    Change vs previous 13F +19,037 shares

    0.61% of the 13F portfolio, value $17,440,603.

    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 147,747 shares
    Change vs previous 13F -2,693 shares

    0.64% of the 13F portfolio, value $17,023,384.

    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 150,440 shares
    Change vs previous 13F +3,853 shares

    0.64% of the 13F portfolio, value $17,595,436.

    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 146,587 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $15,634,969.

    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).