JOURNEY STRATEGIC WEALTH LLC: PTA position timeline

JOURNEY STRATEGIC WEALTH LLC held 0 PTA shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -17,400 shares

   13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-03-31

   13F 17,400 shares

   Change vs previous 13F +4,250 shares

   0.01% of the 13F portfolio, value $338,256.

   13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-12-31

   13F 13,150 shares

   Change vs previous 13F +1,400 shares

   0.01% of the 13F portfolio, value $252,743.

   13F-HR 0001909316-25-000001 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-09-30

   13F 11,750 shares

   Change vs previous 13F -1,500 shares

   0.01% of the 13F portfolio, value $247,220.

   13F-HR 0001909316-24-000006 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-06-30

   13F 13,250 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $263,013.

   13F-HR 0001909316-24-000002 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2024-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).