JOURNEY STRATEGIC WEALTH LLC: NVS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JOURNEY STRATEGIC WEALTH LLC on NVS, newest first. How the timeline and the estimate are built.
JOURNEY STRATEGIC WEALTH LLC held 3,664 NVS shares at 2026-03-31 per its 13F-HR filed 2026-04-15.
the latest 13F is the newest step
- period ended2026-03-3113F 3,664 sharesChange vs previous 13F +198 shares
0.01% of the 13F portfolio, value $559,641.
13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,466 sharesChange vs previous 13F +86 shares
0.01% of the 13F portfolio, value $477,825.
13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,380 sharesChange vs previous 13F +63 shares
0.01% of the 13F portfolio, value $433,422.
13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,317 sharesChange vs previous 13F +13 shares
0.01% of the 13F portfolio, value $401,362.
13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,304 sharesChange vs previous 13F +411 shares
0.01% of the 13F portfolio, value $368,303.
13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,893 sharesChange vs previous 13F +118 shares
0.01% of the 13F portfolio, value $281,495.
13F-HR 0001909316-25-000001 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,775 sharesChange vs previous 13F +27 shares
0.01% of the 13F portfolio, value $319,154.
13F-HR 0001909316-24-000006 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 2,748 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $292,527.
13F-HR 0001909316-24-000002 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).