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JOURNEY STRATEGIC WEALTH LLC: SPY position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 714,212 SPY 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 714,212 shares
    Change vs previous 13F -17,576 shares

    11.53% of the 13F portfolio, value $464,480,539.

    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 731,788 shares
    Change vs previous 13F -2,144 shares

    13.11% of the 13F portfolio, value $499,020,543.

    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 733,932 shares
    Change vs previous 13F +624 shares

    13.79% of the 13F portfolio, value $488,930,371.

    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 733,308 shares
    Change vs previous 13F +224 shares

    14.7% of the 13F portfolio, value $453,074,090.

    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 733,084 shares
    Change vs previous 13F +5,432 shares

    14.3% of the 13F portfolio, value $410,079,715.

    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 727,652 shares
    Change vs previous 13F +1,416 shares

    15.94% of the 13F portfolio, value $426,461,887.

    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 726,236 shares
    Change vs previous 13F +4,641 shares

    15.26% of the 13F portfolio, value $416,684,891.

    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 721,595 shares
    Change vs previous 13F not available

    16.69% of the 13F portfolio, value $392,706,396.

    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).