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JOURNEY STRATEGIC WEALTH LLC: SPYV position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 563,131 SPYV 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 563,131 shares
    Change vs previous 13F +42,648 shares

    0.79% of the 13F portfolio, value $31,861,936.

    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 520,483 shares
    Change vs previous 13F +75,653 shares

    0.78% of the 13F portfolio, value $29,568,645.

    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 444,830 shares
    Change vs previous 13F +46,048 shares

    0.69% of the 13F portfolio, value $24,612,420.

    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 398,782 shares
    Change vs previous 13F +49,195 shares

    0.68% of the 13F portfolio, value $20,872,250.

    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 349,587 shares
    Change vs previous 13F +53,896 shares

    0.62% of the 13F portfolio, value $17,853,419.

    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 295,691 shares
    Change vs previous 13F +2,490 shares

    0.57% of the 13F portfolio, value $15,121,618.

    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 293,201 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $15,498,601.

    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).