Skip to content
Disclosery

JOURNEY STRATEGIC WEALTH LLC: VTI position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 11,326 VTI 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 11,326 shares
    Change vs previous 13F -783 shares

    0.09% of the 13F portfolio, value $3,633,547.

    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 12,109 shares
    Change vs previous 13F -793 shares

    0.11% of the 13F portfolio, value $4,059,840.

    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 12,902 shares
    Change vs previous 13F -2,488 shares

    0.12% of the 13F portfolio, value $4,233,962.

    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 15,390 shares
    Change vs previous 13F -1,362 shares

    0.15% of the 13F portfolio, value $4,677,618.

    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 16,752 shares
    Change vs previous 13F -1,310 shares

    0.16% of the 13F portfolio, value $4,604,243.

    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 18,062 shares
    Change vs previous 13F -3,714 shares

    0.2% of the 13F portfolio, value $5,234,527.

    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 21,776 shares
    Change vs previous 13F +15,151 shares

    0.23% of the 13F portfolio, value $6,165,968.

    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 6,625 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,772,366.

    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).