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JOURNEY STRATEGIC WEALTH LLC: IUSB position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 8,448 IUSB 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 8,448 shares
    Change vs previous 13F -840 shares

    0.01% of the 13F portfolio, value $390,213.

    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 9,288 shares
    Change vs previous 13F -516 shares

    0.01% of the 13F portfolio, value $432,264.

    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 9,804 shares
    Change vs previous 13F -2,500 shares

    0.01% of the 13F portfolio, value $457,945.

    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 12,304 shares
    Change vs previous 13F -456 shares

    0.02% of the 13F portfolio, value $568,814.

    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 12,760 shares
    Change vs previous 13F -10,947 shares

    0.02% of the 13F portfolio, value $587,996.

    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 23,707 shares
    Change vs previous 13F -18,183 shares

    0.04% of the 13F portfolio, value $1,071,556.

    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 41,890 shares
    Change vs previous 13F +35,825 shares

    0.07% of the 13F portfolio, value $1,973,857.

    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 6,065 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $274,259.

    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).