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JOURNEY STRATEGIC WEALTH LLC: PEP position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 219,322 PEP 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 219,322 shares
    Change vs previous 13F -583 shares

    0.85% of the 13F portfolio, value $34,058,423.

    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 219,905 shares
    Change vs previous 13F +311 shares

    0.83% of the 13F portfolio, value $31,560,682.

    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 219,594 shares
    Change vs previous 13F +3,466 shares

    0.87% of the 13F portfolio, value $30,839,699.

    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 216,128 shares
    Change vs previous 13F +5,091 shares

    0.93% of the 13F portfolio, value $28,537,441.

    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 211,037 shares
    Change vs previous 13F +1,481 shares

    1.1% of the 13F portfolio, value $31,642,900.

    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 209,556 shares
    Change vs previous 13F -2,172 shares

    1.19% of the 13F portfolio, value $31,865,130.

    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 211,728 shares
    Change vs previous 13F +1,777 shares

    1.32% of the 13F portfolio, value $36,004,409.

    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 209,951 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $34,627,273.

    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).