JOURNEY STRATEGIC WEALTH LLC: JHMB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JOURNEY STRATEGIC WEALTH LLC on JHMB, newest first. How the timeline and the estimate are built.
JOURNEY STRATEGIC WEALTH LLC held 524,652 JHMB shares at 2026-03-31 per its 13F-HR filed 2026-04-15.
the latest 13F is the newest step
- period ended2026-03-3113F 524,652 sharesChange vs previous 13F +8,455 shares
0.29% of the 13F portfolio, value $11,549,271.
13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 516,197 sharesChange vs previous 13F +23,884 shares
0.3% of the 13F portfolio, value $11,438,932.
13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 492,313 sharesChange vs previous 13F +33,565 shares
0.31% of the 13F portfolio, value $10,894,882.
13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 458,748 sharesChange vs previous 13F +124,757 shares
0.33% of the 13F portfolio, value $10,031,715.
13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 333,991 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $7,311,060.
13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).