Skip to content
Disclosery

JOURNEY STRATEGIC WEALTH LLC: WDI position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 24,000 WDI 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 24,000 shares
    Change vs previous 13F -4,000 shares

    0.01% of the 13F portfolio, value $322,560.

    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 28,000 shares
    Change vs previous 13F -2,000 shares

    0.01% of the 13F portfolio, value $386,680.

    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 30,000 shares
    Change vs previous 13F +8,000 shares

    0.01% of the 13F portfolio, value $441,300.

    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 22,000 shares
    Change vs previous 13F -27,971 shares

    0.01% of the 13F portfolio, value $326,480.

    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 49,971 shares
    Change vs previous 13F +7,400 shares

    0.03% of the 13F portfolio, value $722,082.

    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 42,571 shares
    Change vs previous 13F +27,350 shares

    0.02% of the 13F portfolio, value $606,638.

    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 15,221 shares
    Change vs previous 13F -3,000 shares

    0.01% of the 13F portfolio, value $238,667.

    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 18,221 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $262,566.

    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).