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JOURNEY STRATEGIC WEALTH LLC: MTUM position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 81,997 MTUM 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 81,997 shares
    Change vs previous 13F +1,347 shares

    0.49% of the 13F portfolio, value $19,678,528.

    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 80,650 shares
    Change vs previous 13F +19,053 shares

    0.53% of the 13F portfolio, value $20,187,541.

    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 61,597 shares
    Change vs previous 13F +1,486 shares

    0.45% of the 13F portfolio, value $15,796,492.

    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 60,111 shares
    Change vs previous 13F -875 shares

    0.47% of the 13F portfolio, value $14,445,770.

    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 60,986 shares
    Change vs previous 13F +50,450 shares

    0.43% of the 13F portfolio, value $12,327,178.

    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 10,536 shares
    Change vs previous 13F -51 shares

    0.08% of the 13F portfolio, value $2,180,142.

    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 10,587 shares
    Change vs previous 13F -501 shares

    0.08% of the 13F portfolio, value $2,146,653.

    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 11,088 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,160,750.

    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).