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JOURNEY STRATEGIC WEALTH LLC: IQDG position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 115,693 IQDG 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 115,693 shares
    Change vs previous 13F -1,885 shares

    0.12% of the 13F portfolio, value $4,643,928.

    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 117,578 shares
    Change vs previous 13F -38,983 shares

    0.13% of the 13F portfolio, value $4,877,147.

    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 156,561 shares
    Change vs previous 13F -4,745 shares

    0.18% of the 13F portfolio, value $6,243,664.

    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 161,306 shares
    Change vs previous 13F -29,007 shares

    0.21% of the 13F portfolio, value $6,394,173.

    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 190,313 shares
    Change vs previous 13F -382,356 shares

    0.24% of the 13F portfolio, value $6,790,380.

    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 572,669 shares
    Change vs previous 13F +35,224 shares

    0.73% of the 13F portfolio, value $19,591,018.

    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 537,445 shares
    Change vs previous 13F +42,250 shares

    0.77% of the 13F portfolio, value $21,040,964.

    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 495,195 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $18,366,770.

    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).