JOURNEY STRATEGIC WEALTH LLC: IWD position timeline

JOURNEY STRATEGIC WEALTH LLC held 4,160 IWD 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 4,160 shares

   Change vs previous 13F -348 shares

   0.02% of the 13F portfolio, value $888,785.

   13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-12-31

   13F 4,508 shares

   Change vs previous 13F -1,145 shares

   0.02% of the 13F portfolio, value $948,132.

   13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 5,653 shares

   Change vs previous 13F -78 shares

   0.03% of the 13F portfolio, value $1,150,816.

   13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 5,731 shares

   Change vs previous 13F -4,648 shares

   0.04% of the 13F portfolio, value $1,113,058.

   13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 10,379 shares

   Change vs previous 13F +4,367 shares

   0.07% of the 13F portfolio, value $1,952,841.

   13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-12-31

   13F 6,012 shares

   Change vs previous 13F +1,238 shares

   0.04% of the 13F portfolio, value $1,112,931.

   13F-HR 0001909316-25-000001 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-09-30

   13F 4,774 shares

   Change vs previous 13F -1,813 shares

   0.03% of the 13F portfolio, value $906,033.

   13F-HR 0001909316-24-000006 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-06-30

   13F 6,587 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $1,149,167.

   13F-HR 0001909316-24-000002 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2024-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).