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JOURNEY STRATEGIC WEALTH LLC: V position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 15,977 V 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 15,977 shares
    Change vs previous 13F -1,500 shares

    0.12% of the 13F portfolio, value $4,829,032.

    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 17,477 shares
    Change vs previous 13F +388 shares

    0.16% of the 13F portfolio, value $6,129,520.

    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 17,089 shares
    Change vs previous 13F -474 shares

    0.16% of the 13F portfolio, value $5,833,986.

    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 17,563 shares
    Change vs previous 13F +5,124 shares

    0.2% of the 13F portfolio, value $6,235,707.

    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 12,439 shares
    Change vs previous 13F +2,761 shares

    0.15% of the 13F portfolio, value $4,359,466.

    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 9,678 shares
    Change vs previous 13F +1,361 shares

    0.11% of the 13F portfolio, value $3,058,459.

    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 8,317 shares
    Change vs previous 13F +2,581 shares

    0.08% of the 13F portfolio, value $2,286,855.

    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 5,736 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,505,416.

    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).