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JOURNEY STRATEGIC WEALTH LLC: IXP position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 22,038 IXP 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 22,038 shares
    Change vs previous 13F -555 shares

    0.06% of the 13F portfolio, value $2,531,285.

    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 22,593 shares
    Change vs previous 13F -345 shares

    0.07% of the 13F portfolio, value $2,738,724.

    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 22,938 shares
    Change vs previous 13F -870 shares

    0.08% of the 13F portfolio, value $2,834,908.

    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 23,808 shares
    Change vs previous 13F +3,344 shares

    0.09% of the 13F portfolio, value $2,674,115.

    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 20,464 shares
    Change vs previous 13F -3,913 shares

    0.07% of the 13F portfolio, value $1,985,417.

    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 24,377 shares
    Change vs previous 13F -415 shares

    0.09% of the 13F portfolio, value $2,356,525.

    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 24,792 shares
    Change vs previous 13F -545 shares

    0.09% of the 13F portfolio, value $2,333,671.

    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 25,337 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,249,419.

    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).