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JOURNEY STRATEGIC WEALTH LLC: PWZ position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 23,445 PWZ 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 23,445 shares
    Change vs previous 13F +406 shares

    0.01% of the 13F portfolio, value $559,632.

    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 23,039 shares
    Change vs previous 13F +1,914 shares

    0.01% of the 13F portfolio, value $556,622.

    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 21,125 shares
    Change vs previous 13F -3,150 shares

    0.01% of the 13F portfolio, value $505,310.

    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 24,275 shares
    Change vs previous 13F -50,960 shares

    0.02% of the 13F portfolio, value $566,579.

    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 75,235 shares
    Change vs previous 13F -1,025 shares

    0.06% of the 13F portfolio, value $1,794,355.

    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 76,260 shares
    Change vs previous 13F +4,788 shares

    0.07% of the 13F portfolio, value $1,883,622.

    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 71,472 shares
    Change vs previous 13F +672 shares

    0.07% of the 13F portfolio, value $1,792,518.

    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 70,800 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,746,636.

    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).