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JOURNEY STRATEGIC WEALTH LLC: OMFL position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 283,384 OMFL 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 283,384 shares
    Change vs previous 13F +3,232 shares

    0.42% of the 13F portfolio, value $17,037,040.

    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 280,152 shares
    Change vs previous 13F +2,200 shares

    0.45% of the 13F portfolio, value $17,125,693.

    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 277,952 shares
    Change vs previous 13F -1,596 shares

    0.47% of the 13F portfolio, value $16,749,387.

    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 279,548 shares
    Change vs previous 13F +4,261 shares

    0.52% of the 13F portfolio, value $16,152,275.

    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 275,287 shares
    Change vs previous 13F +38,002 shares

    0.51% of the 13F portfolio, value $14,675,543.

    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 237,285 shares
    Change vs previous 13F +25,172 shares

    0.48% of the 13F portfolio, value $12,867,944.

    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 212,113 shares
    Change vs previous 13F +41,702 shares

    0.41% of the 13F portfolio, value $11,239,876.

    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 170,411 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $8,944,873.

    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).