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JOURNEY STRATEGIC WEALTH LLC: PAXS position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 51,700 PAXS 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 51,700 shares
    Change vs previous 13F -13,950 shares

    0.02% of the 13F portfolio, value $744,997.

    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 65,650 shares
    Change vs previous 13F +9,000 shares

    0.03% of the 13F portfolio, value $1,004,445.

    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 56,650 shares
    Change vs previous 13F +2,000 shares

    0.03% of the 13F portfolio, value $921,696.

    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 54,650 shares
    Change vs previous 13F -27,938 shares

    0.03% of the 13F portfolio, value $825,762.

    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 82,588 shares
    Change vs previous 13F +14,750 shares

    0.05% of the 13F portfolio, value $1,326,358.

    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 67,838 shares
    Change vs previous 13F +32,450 shares

    0.04% of the 13F portfolio, value $1,034,525.

    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 35,388 shares
    Change vs previous 13F +4,700 shares

    0.02% of the 13F portfolio, value $588,497.

    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 30,688 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $485,172.

    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).