JOURNEY STRATEGIC WEALTH LLC
Holdings in DLY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,934,706 | 133,061 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $890,639 | 59,061 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $585,575 | 37,561 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $566,655 | 35,196 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $511,245 | 32,296 | Shares | Sole | 2025-01-24 |
| 2024-09-30 | $441,509 | 26,613 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $459,403 | 29,113 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $503,911 | 31,613 | Shares | Other | 2024-05-13 |
| 2023-12-31 | $611,350 | 41,113 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $664,514 | 45,113 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $335,831 | 23,113 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $258,759 | 18,496 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $225,742 | 17,206 | Shares | Sole | 2023-02-14 |