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JOURNEY STRATEGIC WEALTH LLC: MMIT position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 192,888 MMIT 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 192,888 shares
    Change vs previous 13F +54,216 shares

    0.12% of the 13F portfolio, value $4,649,564.

    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 138,672 shares
    Change vs previous 13F +13,539 shares

    0.09% of the 13F portfolio, value $3,373,888.

    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 125,133 shares
    Change vs previous 13F +7,147 shares

    0.09% of the 13F portfolio, value $3,040,730.

    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 117,986 shares
    Change vs previous 13F -9,058 shares

    0.09% of the 13F portfolio, value $2,813,964.

    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 127,044 shares
    Change vs previous 13F +13,438 shares

    0.11% of the 13F portfolio, value $3,045,243.

    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 113,606 shares
    Change vs previous 13F +30,403 shares

    0.1% of the 13F portfolio, value $2,727,678.

    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 83,203 shares
    Change vs previous 13F +3,046 shares

    0.07% of the 13F portfolio, value $2,046,792.

    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 80,157 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,938,195.

    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).