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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

  1. period ended2026-03-31
    13F 254,588 shares
    Change 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), ingested

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

  2. period ended2025-12-31
    13F 244,653 shares
    Change 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), ingested

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

  3. period ended2025-09-30
    13F 242,922 shares
    Change 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), ingested

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

  4. period ended2025-06-30
    13F 253,926 shares
    Change 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), ingested

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

  5. period ended2025-03-31
    13F 236,298 shares
    Change 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), ingested

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

  6. period ended2024-12-31
    13F 188,723 shares
    Change 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), ingested

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

  7. period ended2024-09-30
    13F 193,842 shares
    Change 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), ingested

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

  8. period ended2024-06-30
    13F 187,995 shares
    Change 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), ingested

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