Position in RS
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$351,026
+$59,558 QoQ
Shares Held
1,155
+14.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in RS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $859,078 across 3 Steel names. RS ranks #1 (40.9% of the industry book) .
All Filings in RS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $351,026 | 1,155 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $291,468 | 1,009 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $270,716 | 964 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $332,418 | 1,059 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $236,486 | 819 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $218,906 | 813 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $231,366 | 800 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $234,761 | 822 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $248,295 | 743 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $207,802 | 743 | Shares | Other | 2024-02-09 | |
| 2023-06-30 | $201,791 | 743 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $200,257 | 780 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||