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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

  1. period ended2026-03-31
    13F 51,879 shares
    Change 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), ingested

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

  2. period ended2025-12-31
    13F 44,411 shares
    Change 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), ingested

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

  3. period ended2025-09-30
    13F 73,923 shares
    Change 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), ingested

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

  4. period ended2025-06-30
    13F 75,125 shares
    Change 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), ingested

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

  5. period ended2025-03-31
    13F 44,441 shares
    Change 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), ingested

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

  6. period ended2024-12-31
    13F 42,036 shares
    Change 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), ingested

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

  7. period ended2024-09-30
    13F 43,292 shares
    Change 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), ingested

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

  8. period ended2024-06-30
    13F 38,703 shares
    Change 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), ingested

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