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JOURNEY STRATEGIC WEALTH LLC: NFG position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 3,287 NFG 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 3,287 shares
    Change vs previous 13F -98 shares

    0.01% of the 13F portfolio, value $308,846.

    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 3,385 shares
    Change vs previous 13F -582 shares

    0.01% of the 13F portfolio, value $271,003.

    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 3,967 shares
    Change vs previous 13F +774 shares

    0.01% of the 13F portfolio, value $366,432.

    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 3,193 shares
    Change vs previous 13F +69 shares

    0.01% of the 13F portfolio, value $270,479.

    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 3,124 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $247,390.

    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).