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JOURNEY STRATEGIC WEALTH LLC: IVV position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 533,947 IVV 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 533,947 shares
    Change vs previous 13F -10,398 shares

    8.66% of the 13F portfolio, value $348,779,608.

    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 544,345 shares
    Change vs previous 13F +29,354 shares

    9.8% of the 13F portfolio, value $372,843,539.

    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 514,991 shares
    Change vs previous 13F +1,452 shares

    9.72% of the 13F portfolio, value $344,683,261.

    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 513,539 shares
    Change vs previous 13F -10,819 shares

    10.35% of the 13F portfolio, value $318,856,237.

    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 524,358 shares
    Change vs previous 13F +33,908 shares

    10.28% of the 13F portfolio, value $294,637,097.

    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 490,450 shares
    Change vs previous 13F +17,647 shares

    10.79% of the 13F portfolio, value $288,718,446.

    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 472,803 shares
    Change vs previous 13F +4,882 shares

    9.99% of the 13F portfolio, value $272,722,259.

    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 467,921 shares
    Change vs previous 13F not available

    10.88% of the 13F portfolio, value $256,060,674.

    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).