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JOURNEY STRATEGIC WEALTH LLC: IYE position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 9,969 IYE 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 9,969 shares
    Change vs previous 13F -2,246 shares

    0.02% of the 13F portfolio, value $645,697.

    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 12,215 shares
    Change vs previous 13F -10,499 shares

    0.02% of the 13F portfolio, value $580,582.

    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 22,714 shares
    Change vs previous 13F -103 shares

    0.03% of the 13F portfolio, value $1,079,394.

    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 22,817 shares
    Change vs previous 13F +6,939 shares

    0.03% of the 13F portfolio, value $1,031,804.

    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 15,878 shares
    Change vs previous 13F +2,329 shares

    0.03% of the 13F portfolio, value $782,806.

    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 13,549 shares
    Change vs previous 13F -1,120 shares

    0.02% of the 13F portfolio, value $617,441.

    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 14,669 shares
    Change vs previous 13F +1,223 shares

    0.02% of the 13F portfolio, value $679,775.

    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 13,446 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $645,422.

    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).