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JOURNEY STRATEGIC WEALTH LLC: XSOE position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 65,882 XSOE 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 65,882 shares
    Change vs previous 13F -873 shares

    0.07% of the 13F portfolio, value $2,641,868.

    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 66,755 shares
    Change vs previous 13F +7,888 shares

    0.07% of the 13F portfolio, value $2,604,780.

    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 58,867 shares
    Change vs previous 13F -1,123 shares

    0.06% of the 13F portfolio, value $2,233,414.

    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 59,990 shares
    Change vs previous 13F +17,066 shares

    0.07% of the 13F portfolio, value $2,068,455.

    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 42,924 shares
    Change vs previous 13F -6,236 shares

    0.05% of the 13F portfolio, value $1,325,064.

    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 49,160 shares
    Change vs previous 13F +14,209 shares

    0.06% of the 13F portfolio, value $1,498,397.

    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 34,951 shares
    Change vs previous 13F +10,557 shares

    0.04% of the 13F portfolio, value $1,154,432.

    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 24,394 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $747,188.

    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).