JOURNEY STRATEGIC WEALTH LLC
CIK
0001909316
City
SUMMIT
State / Country
NJ
Holdings in NQP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $155,949 | 13,116 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $157,392 | 13,116 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $147,161 | 13,116 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $169,601 | 15,116 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $146,636 | 13,116 | Shares | Sole | 2025-01-24 |
| 2024-09-30 | $165,523 | 13,116 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $153,915 | 12,616 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $149,121 | 12,616 | Shares | Other | 2024-05-13 |
| 2023-12-31 | $157,673 | 13,616 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $321,534 | 31,616 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $186,763 | 16,616 | Shares | Sole | 2023-08-14 |