JOURNEY STRATEGIC WEALTH LLC: T position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JOURNEY STRATEGIC WEALTH LLC on T, newest first. How the timeline and the estimate are built.
JOURNEY STRATEGIC WEALTH LLC held 51,879 T shares at 2026-03-31 per its 13F-HR filed 2026-04-15.
the latest 13F is the newest step
- period ended2026-03-3113F 51,879 sharesChange vs previous 13F +7,468 shares
0.04% of the 13F portfolio, value $1,503,973.
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 44,411 sharesChange vs previous 13F -29,512 shares
0.03% of the 13F portfolio, value $1,103,170.
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 73,923 sharesChange vs previous 13F -1,202 shares
0.06% of the 13F portfolio, value $2,087,587.
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 75,125 sharesChange vs previous 13F +30,684 shares
0.07% of the 13F portfolio, value $2,174,122.
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 44,441 sharesChange vs previous 13F +2,405 shares
0.04% of the 13F portfolio, value $1,256,796.
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 42,036 sharesChange vs previous 13F -1,256 shares
0.04% of the 13F portfolio, value $957,162.
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 43,292 sharesChange vs previous 13F +4,589 shares
0.03% of the 13F portfolio, value $952,426.
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 38,703 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $739,617.
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).