JOURNEY STRATEGIC WEALTH LLC
CIK
0001909316
City
SUMMIT
State / Country
NJ
Holdings in VPV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $209,241 | 20,004 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $206,641 | 20,004 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $201,240 | 20,004 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $234,410 | 23,004 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $216,131 | 21,004 | Shares | Sole | 2025-01-24 |
| 2024-09-30 | $282,795 | 25,004 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $293,263 | 27,004 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $276,791 | 27,004 | Shares | Other | 2024-05-13 |
| 2023-12-31 | $270,040 | 27,004 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $286,435 | 32,004 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $263,005 | 26,674 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $166,764 | 16,610 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $145,118 | 14,808 | Shares | Sole | 2023-02-14 |