JOURNEY STRATEGIC WEALTH LLC: RS position timeline

JOURNEY STRATEGIC WEALTH LLC held 1,155 RS 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 1,155 shares

   Change vs previous 13F +146 shares

   0.01% of the 13F portfolio, value $351,028.

   13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

2. period ended2025-12-31

   13F 1,009 shares

   Change vs previous 13F +45 shares

   0.01% of the 13F portfolio, value $291,469.

   13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 964 shares

   Change vs previous 13F -95 shares

   0.01% of the 13F portfolio, value $270,721.

   13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC WEALTH LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 1,059 shares

   Change vs previous 13F +240 shares

   0.01% of the 13F portfolio, value $332,422.

   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).

5. period ended2025-03-31

   13F 819 shares

   Change vs previous 13F +6 shares

   0.01% of the 13F portfolio, value $236,486.

   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).

6. period ended2024-12-31

   13F 813 shares

   Change vs previous 13F +13 shares

   0.01% of the 13F portfolio, value $218,908.

   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).

7. period ended2024-09-30

   13F 800 shares

   Change vs previous 13F -22 shares

   0.01% of the 13F portfolio, value $231,368.

   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).

8. period ended2024-06-30

   13F 822 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $234,764.

   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).