JOURNEY STRATEGIC WEALTH LLC: LII position timeline

JOURNEY STRATEGIC WEALTH LLC held 1,183 LII 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 1,183 shares

   Change vs previous 13F +142 shares

   0.01% of the 13F portfolio, value $549,204.

   13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

2. period ended2025-12-31

   13F 1,041 shares

   Change vs previous 13F -37 shares

   0.01% of the 13F portfolio, value $505,635.

   13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 1,078 shares

   Change vs previous 13F -28 shares

   0.02% of the 13F portfolio, value $570,818.

   13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 1,106 shares

   Change vs previous 13F +46 shares

   0.02% of the 13F portfolio, value $634,273.

   13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 1,060 shares

   Change vs previous 13F +23 shares

   0.02% of the 13F portfolio, value $594,744.

   13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 1,037 shares

   Change vs previous 13F +13 shares

   0.02% of the 13F portfolio, value $632,132.

   13F-HR 0001909316-25-000001 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 1,024 shares

   Change vs previous 13F -118 shares

   0.02% of the 13F portfolio, value $619,083.

   13F-HR 0001909316-24-000006 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

8. period ended2024-06-30

   13F 1,142 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $611,205.

   13F-HR 0001909316-24-000002 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2024-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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