Skip to content
Disclosery

JOURNEY STRATEGIC WEALTH LLC: POR position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 6,641 POR 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 6,641 shares
    Change vs previous 13F +1,616 shares

    0.01% of the 13F portfolio, value $350,445.

    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 5,025 shares
    Change vs previous 13F +473 shares

    0.01% of the 13F portfolio, value $241,150.

    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 4,552 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $200,288.

    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).