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JOURNEY STRATEGIC WEALTH LLC: JPIE position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 195,143 JPIE 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 195,143 shares
    Change vs previous 13F +2,824 shares

    0.22% of the 13F portfolio, value $8,990,238.

    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 192,319 shares
    Change vs previous 13F -37,132 shares

    0.23% of the 13F portfolio, value $8,902,446.

    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 229,451 shares
    Change vs previous 13F +14,184 shares

    0.3% of the 13F portfolio, value $10,648,801.

    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 215,267 shares
    Change vs previous 13F +40,523 shares

    0.32% of the 13F portfolio, value $9,971,153.

    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 174,744 shares
    Change vs previous 13F -119,812 shares

    0.28% of the 13F portfolio, value $8,050,468.

    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 294,556 shares
    Change vs previous 13F +35,692 shares

    0.5% of the 13F portfolio, value $13,437,634.

    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 258,864 shares
    Change vs previous 13F +152,780 shares

    0.44% of the 13F portfolio, value $12,008,701.

    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 106,084 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $4,822,579.

    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).