Johnson Wealth Management, LLC: DFAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Johnson Wealth Management, LLC on DFAT, newest first. How the timeline and the estimate are built.
Johnson Wealth Management, LLC held 51,250 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 51,250 sharesChange vs previous 13F -3,945 shares
1.52% of the 13F portfolio, value $3,582,375.
13F-HR 0002110653-26-000003 filed by Johnson Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 55,195 sharesChange vs previous 13F -215 shares
1.66% of the 13F portfolio, value $3,446,928.
13F-HR 0002110653-26-000002 filed by Johnson Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 55,410 sharesChange vs previous 13F -345 shares
1.64% of the 13F portfolio, value $3,299,111.
13F-HR 0002110653-26-000001 filed by Johnson Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 55,755 sharesChange vs previous 13F not available
1.79% of the 13F portfolio, value $3,245,499.
13F-HR 0002110653-26-000004 filed by Johnson Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).