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JOURNEY STRATEGIC WEALTH LLC: VLUE position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 8,679 VLUE 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 8,679 shares
    Change vs previous 13F -438 shares

    0.03% of the 13F portfolio, value $1,234,054.

    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 9,117 shares
    Change vs previous 13F -832 shares

    0.03% of the 13F portfolio, value $1,246,554.

    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 9,949 shares
    Change vs previous 13F -255 shares

    0.04% of the 13F portfolio, value $1,244,110.

    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 10,204 shares
    Change vs previous 13F -5,024 shares

    0.04% of the 13F portfolio, value $1,155,184.

    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 15,228 shares
    Change vs previous 13F -8,902 shares

    0.06% of the 13F portfolio, value $1,624,056.

    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 24,130 shares
    Change vs previous 13F -929 shares

    0.1% of the 13F portfolio, value $2,548,337.

    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 25,059 shares
    Change vs previous 13F -103,370 shares

    0.1% of the 13F portfolio, value $2,732,401.

    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 128,429 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $13,287,233.

    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).