JOURNEY STRATEGIC WEALTH LLC: TDS position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 6,165 TDS shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

period ended2026-03-31
13F 6,165 shares
Change vs previous 13F +131 shares
0.01% of the 13F portfolio, value $259,547.
13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH LLC
Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 6,034 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $247,394.
13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).