Skip to content
Disclosery

JOURNEY STRATEGIC WEALTH LLC: MUB position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 22,616 MUB 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 22,616 shares
    Change vs previous 13F -672 shares

    0.06% of the 13F portfolio, value $2,400,688.

    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 23,288 shares
    Change vs previous 13F +754 shares

    0.07% of the 13F portfolio, value $2,494,377.

    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 22,534 shares
    Change vs previous 13F -235 shares

    0.07% of the 13F portfolio, value $2,399,645.

    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 22,769 shares
    Change vs previous 13F +7,056 shares

    0.08% of the 13F portfolio, value $2,378,905.

    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 15,713 shares
    Change vs previous 13F +4,052 shares

    0.06% of the 13F portfolio, value $1,656,779.

    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 11,661 shares
    Change vs previous 13F +3,650 shares

    0.05% of the 13F portfolio, value $1,242,479.

    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 8,011 shares
    Change vs previous 13F +381 shares

    0.03% of the 13F portfolio, value $870,235.

    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 7,630 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $812,976.

    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).