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JOURNEY STRATEGIC WEALTH LLC: IWB position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 41,533 IWB 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 41,533 shares
    Change vs previous 13F +901 shares

    0.37% of the 13F portfolio, value $14,809,097.

    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 40,632 shares
    Change vs previous 13F +888 shares

    0.4% of the 13F portfolio, value $15,173,748.

    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 39,744 shares
    Change vs previous 13F +209 shares

    0.41% of the 13F portfolio, value $14,525,710.

    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 39,535 shares
    Change vs previous 13F -1,846 shares

    0.44% of the 13F portfolio, value $13,425,033.

    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 41,381 shares
    Change vs previous 13F +2,243 shares

    0.44% of the 13F portfolio, value $12,693,328.

    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 39,138 shares
    Change vs previous 13F +486 shares

    0.47% of the 13F portfolio, value $12,608,749.

    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 38,652 shares
    Change vs previous 13F +2,108 shares

    0.45% of the 13F portfolio, value $12,151,892.

    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 36,544 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $10,873,378.

    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).