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Johnson Wealth Management, LLC: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Johnson Wealth Management, LLC on DFAE, newest first. How the timeline and the estimate are built.

Johnson Wealth Management, LLC held 78,470 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,470 shares
    Change vs previous 13F -9,022 shares

    1.34% of the 13F portfolio, value $3,155,279.

    13F-HR 0002110653-26-000003 filed by Johnson Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 87,492 shares
    Change vs previous 13F -2,090 shares

    1.43% of the 13F portfolio, value $2,962,479.

    13F-HR 0002110653-26-000002 filed by Johnson Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 89,582 shares
    Change vs previous 13F -323 shares

    1.45% of the 13F portfolio, value $2,917,686.

    13F-HR 0002110653-26-000001 filed by Johnson Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 89,905 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $2,834,705.

    13F-HR 0002110653-26-000004 filed by Johnson Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).