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JOURNEY STRATEGIC WEALTH LLC: QUAL position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 106,928 QUAL 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 106,928 shares
    Change vs previous 13F +2,943 shares

    0.51% of the 13F portfolio, value $20,509,867.

    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 103,985 shares
    Change vs previous 13F +91,346 shares

    0.54% of the 13F portfolio, value $20,653,424.

    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 12,639 shares
    Change vs previous 13F -552 shares

    0.07% of the 13F portfolio, value $2,458,189.

    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 13,191 shares
    Change vs previous 13F +2,515 shares

    0.08% of the 13F portfolio, value $2,411,487.

    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 10,676 shares
    Change vs previous 13F +765 shares

    0.06% of the 13F portfolio, value $1,824,336.

    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 9,911 shares
    Change vs previous 13F +703 shares

    0.07% of the 13F portfolio, value $1,764,862.

    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 9,208 shares
    Change vs previous 13F +1,095 shares

    0.06% of the 13F portfolio, value $1,650,905.

    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 8,113 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,385,291.

    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).