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JOURNEY STRATEGIC WEALTH LLC: TLT position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 280,556 TLT 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 280,556 shares
    Change vs previous 13F +1,864 shares

    0.6% of the 13F portfolio, value $24,321,430.

    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 278,692 shares
    Change vs previous 13F -1,369 shares

    0.64% of the 13F portfolio, value $24,290,795.

    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 280,061 shares
    Change vs previous 13F +20,041 shares

    0.71% of the 13F portfolio, value $25,029,060.

    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 260,020 shares
    Change vs previous 13F +16,862 shares

    0.74% of the 13F portfolio, value $22,946,758.

    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 243,158 shares
    Change vs previous 13F -39,969 shares

    0.77% of the 13F portfolio, value $22,134,662.

    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 283,127 shares
    Change vs previous 13F +17,943 shares

    0.92% of the 13F portfolio, value $24,725,524.

    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 265,184 shares
    Change vs previous 13F +55,574 shares

    0.95% of the 13F portfolio, value $26,014,581.

    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 209,610 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $19,238,003.

    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).