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JOURNEY STRATEGIC WEALTH LLC: MO position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 10,964 MO 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 10,964 shares
    Change vs previous 13F -3,043 shares

    0.02% of the 13F portfolio, value $723,524.

    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 14,007 shares
    Change vs previous 13F -7,777 shares

    0.02% of the 13F portfolio, value $807,651.

    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 21,784 shares
    Change vs previous 13F +7,043 shares

    0.04% of the 13F portfolio, value $1,439,060.

    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 14,741 shares
    Change vs previous 13F +7,344 shares

    0.03% of the 13F portfolio, value $864,238.

    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 7,397 shares
    Change vs previous 13F +15 shares

    0.02% of the 13F portfolio, value $443,940.

    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 7,382 shares
    Change vs previous 13F -160 shares

    0.01% of the 13F portfolio, value $386,011.

    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 7,542 shares
    Change vs previous 13F -2,762 shares

    0.01% of the 13F portfolio, value $384,941.

    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 10,304 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $469,342.

    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).