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JOURNEY STRATEGIC WEALTH LLC: NULV position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 30,399 NULV 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 30,399 shares
    Change vs previous 13F +911 shares

    0.03% of the 13F portfolio, value $1,383,155.

    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 29,488 shares
    Change vs previous 13F +1,377 shares

    0.03% of the 13F portfolio, value $1,328,434.

    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 28,111 shares
    Change vs previous 13F +1,711 shares

    0.03% of the 13F portfolio, value $1,232,021.

    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 26,400 shares
    Change vs previous 13F +498 shares

    0.04% of the 13F portfolio, value $1,106,556.

    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 25,902 shares
    Change vs previous 13F +1,381 shares

    0.04% of the 13F portfolio, value $1,048,772.

    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 24,521 shares
    Change vs previous 13F +8,240 shares

    0.04% of the 13F portfolio, value $965,392.

    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 16,281 shares
    Change vs previous 13F +6,063 shares

    0.02% of the 13F portfolio, value $679,243.

    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 10,218 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $386,138.

    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).