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JOURNEY STRATEGIC WEALTH LLC: USMV position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 43,967 USMV 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 43,967 shares
    Change vs previous 13F +450 shares

    0.1% of the 13F portfolio, value $4,077,565.

    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 43,517 shares
    Change vs previous 13F -703 shares

    0.11% of the 13F portfolio, value $4,097,628.

    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 44,220 shares
    Change vs previous 13F -1,005 shares

    0.12% of the 13F portfolio, value $4,207,159.

    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 45,225 shares
    Change vs previous 13F -3,603 shares

    0.14% of the 13F portfolio, value $4,245,250.

    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 48,828 shares
    Change vs previous 13F -153 shares

    0.16% of the 13F portfolio, value $4,573,210.

    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 48,981 shares
    Change vs previous 13F -118 shares

    0.16% of the 13F portfolio, value $4,349,054.

    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 49,099 shares
    Change vs previous 13F +8,379 shares

    0.16% of the 13F portfolio, value $4,483,261.

    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 40,720 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,418,854.

    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).