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JOURNEY STRATEGIC WEALTH LLC: XLU position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 44,580 XLU 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 44,580 shares
    Change vs previous 13F -1,178 shares

    0.05% of the 13F portfolio, value $2,045,785.

    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 45,758 shares
    Change vs previous 13F +22,431 shares

    0.05% of the 13F portfolio, value $1,953,417.

    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 23,327 shares
    Change vs previous 13F -1,633 shares

    0.06% of the 13F portfolio, value $2,034,305.

    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 24,960 shares
    Change vs previous 13F -1,710 shares

    0.07% of the 13F portfolio, value $2,038,231.

    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 26,670 shares
    Change vs previous 13F +139 shares

    0.07% of the 13F portfolio, value $2,102,924.

    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 26,531 shares
    Change vs previous 13F +10,657 shares

    0.08% of the 13F portfolio, value $2,008,111.

    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 15,874 shares
    Change vs previous 13F +11,689 shares

    0.05% of the 13F portfolio, value $1,282,317.

    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 4,185 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $285,162.

    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).