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JOURNEY STRATEGIC WEALTH LLC: RSP position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 8,555 RSP 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 8,555 shares
    Change vs previous 13F -161 shares

    0.04% of the 13F portfolio, value $1,641,875.

    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 8,716 shares
    Change vs previous 13F -399 shares

    0.04% of the 13F portfolio, value $1,669,637.

    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 9,115 shares
    Change vs previous 13F -27 shares

    0.05% of the 13F portfolio, value $1,729,115.

    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 9,142 shares
    Change vs previous 13F -3,370 shares

    0.05% of the 13F portfolio, value $1,661,467.

    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 12,512 shares
    Change vs previous 13F +1,494 shares

    0.08% of the 13F portfolio, value $2,167,492.

    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 11,018 shares
    Change vs previous 13F +1,928 shares

    0.07% of the 13F portfolio, value $1,930,650.

    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 9,090 shares
    Change vs previous 13F +1,162 shares

    0.06% of the 13F portfolio, value $1,628,530.

    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 7,928 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,302,380.

    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).