JOURNEY STRATEGIC WEALTH LLC: SPTL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JOURNEY STRATEGIC WEALTH LLC on SPTL, newest first. How the timeline and the estimate are built.
JOURNEY STRATEGIC WEALTH LLC held 254,588 SPTL shares at 2026-03-31 per its 13F-HR filed 2026-04-15.
the latest 13F is the newest step
- period ended2026-03-3113F 254,588 sharesChange vs previous 13F +9,935 shares
0.17% of the 13F portfolio, value $6,695,664.
13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 244,653 sharesChange vs previous 13F +1,731 shares
0.17% of the 13F portfolio, value $6,475,965.
13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 242,922 sharesChange vs previous 13F -11,004 shares
0.18% of the 13F portfolio, value $6,546,748.
13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 253,926 sharesChange vs previous 13F +17,628 shares
0.22% of the 13F portfolio, value $6,749,353.
13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 236,298 sharesChange vs previous 13F +47,575 shares
0.22% of the 13F portfolio, value $6,441,484.
13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 188,723 sharesChange vs previous 13F -5,119 shares
0.18% of the 13F portfolio, value $4,942,655.
13F-HR 0001909316-25-000001 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 193,842 sharesChange vs previous 13F +5,847 shares
0.21% of the 13F portfolio, value $5,634,986.
13F-HR 0001909316-24-000006 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 187,995 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $5,117,224.
13F-HR 0001909316-24-000002 filed by JOURNEY STRATEGIC WEALTH LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).