Skip to content
Disclosery

JOURNEY STRATEGIC WEALTH LLC: ITOT position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 7,706 ITOT 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 7,706 shares
    Change vs previous 13F -36 shares

    0.03% of the 13F portfolio, value $1,097,566.

    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 7,742 shares
    Change vs previous 13F -237 shares

    0.03% of the 13F portfolio, value $1,151,158.

    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 7,979 shares
    Change vs previous 13F -248 shares

    0.03% of the 13F portfolio, value $1,162,141.

    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 8,227 shares
    Change vs previous 13F -963 shares

    0.04% of the 13F portfolio, value $1,110,974.

    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 9,190 shares
    Change vs previous 13F -567 shares

    0.04% of the 13F portfolio, value $1,121,272.

    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 9,757 shares
    Change vs previous 13F -2,547 shares

    0.05% of the 13F portfolio, value $1,254,945.

    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 12,304 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,545,628.

    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).