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Disclosery

JOURNEY STRATEGIC WEALTH LLC: SPYG position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 10,360 SPYG 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 10,360 shares
    Change vs previous 13F -334 shares

    0.03% of the 13F portfolio, value $1,014,363.

    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 10,694 shares
    Change vs previous 13F -91 shares

    0.03% of the 13F portfolio, value $1,141,068.

    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 10,785 shares
    Change vs previous 13F -9,613 shares

    0.03% of the 13F portfolio, value $1,127,173.

    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 20,398 shares
    Change vs previous 13F -2,111 shares

    0.06% of the 13F portfolio, value $1,944,367.

    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 22,509 shares
    Change vs previous 13F -6,946 shares

    0.06% of the 13F portfolio, value $1,809,074.

    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 29,455 shares
    Change vs previous 13F -11,338 shares

    0.1% of the 13F portfolio, value $2,589,122.

    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 40,793 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,383,397.

    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).