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JOURNEY STRATEGIC WEALTH LLC: TBIL position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 832,583 TBIL 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 832,583 shares
    Change vs previous 13F -233,813 shares

    1.03% of the 13F portfolio, value $41,512,605.

    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 1,066,396 shares
    Change vs previous 13F -31,020 shares

    1.4% of the 13F portfolio, value $53,191,821.

    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 1,097,416 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $54,870,800.

    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).