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JOURNEY STRATEGIC WEALTH LLC: VOO position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 66,071 VOO 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 66,071 shares
    Change vs previous 13F +27,076 shares

    0.98% of the 13F portfolio, value $39,480,605.

    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 38,995 shares
    Change vs previous 13F +669 shares

    0.64% of the 13F portfolio, value $24,454,623.

    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 38,326 shares
    Change vs previous 13F +10,915 shares

    0.66% of the 13F portfolio, value $23,470,257.

    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 27,411 shares
    Change vs previous 13F +13,714 shares

    0.51% of the 13F portfolio, value $15,570,132.

    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 13,697 shares
    Change vs previous 13F +1,480 shares

    0.25% of the 13F portfolio, value $7,039,027.

    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 12,217 shares
    Change vs previous 13F -356 shares

    0.25% of the 13F portfolio, value $6,582,733.

    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 12,573 shares
    Change vs previous 13F +1,676 shares

    0.24% of the 13F portfolio, value $6,634,627.

    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 10,897 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $5,449,678.

    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).