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JOURNEY STRATEGIC WEALTH LLC: JHML position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 23,445 JHML 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 23,445 shares
    Change vs previous 13F -1,542 shares

    0.05% of the 13F portfolio, value $1,835,040.

    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 24,987 shares
    Change vs previous 13F +450 shares

    0.05% of the 13F portfolio, value $1,995,212.

    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 24,537 shares
    Change vs previous 13F -644 shares

    0.05% of the 13F portfolio, value $1,922,965.

    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 25,181 shares
    Change vs previous 13F -20,130 shares

    0.06% of the 13F portfolio, value $1,847,102.

    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 45,311 shares
    Change vs previous 13F +25,916 shares

    0.11% of the 13F portfolio, value $3,054,867.

    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 19,395 shares
    Change vs previous 13F -504 shares

    0.05% of the 13F portfolio, value $1,350,861.

    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 19,899 shares
    Change vs previous 13F +1,203 shares

    0.05% of the 13F portfolio, value $1,381,786.

    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 18,696 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,215,427.

    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).