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JOURNEY STRATEGIC WEALTH LLC: JSTC position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 95,585 JSTC 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 95,585 shares
    Change vs previous 13F +6,877 shares

    0.05% of the 13F portfolio, value $1,862,952.

    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 88,708 shares
    Change vs previous 13F +3,883 shares

    0.05% of the 13F portfolio, value $1,799,886.

    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 84,825 shares
    Change vs previous 13F +5,508 shares

    0.05% of the 13F portfolio, value $1,724,492.

    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 79,317 shares
    Change vs previous 13F +1,235 shares

    0.05% of the 13F portfolio, value $1,569,684.

    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 78,082 shares
    Change vs previous 13F +2,265 shares

    0.05% of the 13F portfolio, value $1,412,855.

    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 75,817 shares
    Change vs previous 13F +23,932 shares

    0.05% of the 13F portfolio, value $1,392,000.

    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 51,885 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $979,070.

    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).