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JOURNEY STRATEGIC WEALTH LLC: PDI position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 53,300 PDI 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 53,300 shares
    Change vs previous 13F +7,474 shares

    0.02% of the 13F portfolio, value $911,963.

    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 45,826 shares
    Change vs previous 13F +35,500 shares

    0.02% of the 13F portfolio, value $811,578.

    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 10,326 shares
    Change vs previous 13F -2,000 shares

    0.01% of the 13F portfolio, value $204,455.

    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 12,326 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $233,824.

    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).