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JOURNEY STRATEGIC WEALTH LLC: XLE position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 30,600 XLE 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 30,600 shares
    Change vs previous 13F -8,507 shares

    0.05% of the 13F portfolio, value $1,874,567.

    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 39,107 shares
    Change vs previous 13F +8,887 shares

    0.05% of the 13F portfolio, value $1,748,461.

    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 30,220 shares
    Change vs previous 13F -1,035 shares

    0.08% of the 13F portfolio, value $2,699,887.

    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 31,255 shares
    Change vs previous 13F -70,077 shares

    0.09% of the 13F portfolio, value $2,650,768.

    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 101,332 shares
    Change vs previous 13F +11,275 shares

    0.33% of the 13F portfolio, value $9,469,459.

    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 90,057 shares
    Change vs previous 13F +15,901 shares

    0.29% of the 13F portfolio, value $7,714,305.

    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 74,156 shares
    Change vs previous 13F +17,255 shares

    0.24% of the 13F portfolio, value $6,510,904.

    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 56,901 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,186,570.

    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).