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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

  1. period ended2026-03-31
    13F 524,652 shares
    Change 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), ingested

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

  2. period ended2025-12-31
    13F 516,197 shares
    Change 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), ingested

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

  3. period ended2025-09-30
    13F 492,313 shares
    Change 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), ingested

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

  4. period ended2025-06-30
    13F 458,748 shares
    Change 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), ingested

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

  5. period ended2025-03-31
    13F 333,991 shares
    Change 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), ingested

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