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JOURNEY STRATEGIC WEALTH LLC: WMT position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 46,378 WMT 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 46,378 shares
    Change vs previous 13F +1,943 shares

    0.14% of the 13F portfolio, value $5,763,875.

    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 44,435 shares
    Change vs previous 13F +4,108 shares

    0.13% of the 13F portfolio, value $4,950,529.

    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 40,327 shares
    Change vs previous 13F +1,216 shares

    0.12% of the 13F portfolio, value $4,156,122.

    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 39,111 shares
    Change vs previous 13F +12,373 shares

    0.12% of the 13F portfolio, value $3,824,339.

    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 26,738 shares
    Change vs previous 13F +1,860 shares

    0.08% of the 13F portfolio, value $2,347,345.

    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 24,878 shares
    Change vs previous 13F -459 shares

    0.08% of the 13F portfolio, value $2,247,699.

    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 25,337 shares
    Change vs previous 13F +7,709 shares

    0.07% of the 13F portfolio, value $2,045,938.

    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 17,628 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,193,572.

    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).