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JOURNEY STRATEGIC WEALTH LLC: MBB position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 0 MBB shares at 2025-03-31 per its 13F-HR filed 2025-05-06.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -75,803 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 75,803 shares
    Change vs previous 13F +5,007 shares

    0.26% of the 13F portfolio, value $6,949,609.

    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).

  3. period ended2024-09-30
    13F 70,796 shares
    Change vs previous 13F +17,853 shares

    0.25% of the 13F portfolio, value $6,782,955.

    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).

  4. period ended2024-06-30
    13F 52,943 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $4,860,687.

    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).