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Johnson Wealth Management, LLC: DFAU position timeline

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

Johnson Wealth Management, LLC held 247,940 DFAU 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 247,940 shares
    Change vs previous 13F -3,445 shares

    5.43% of the 13F portfolio, value $12,816,018.

    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 251,385 shares
    Change vs previous 13F -6,035 shares

    5.48% of the 13F portfolio, value $11,342,491.

    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 257,420 shares
    Change vs previous 13F +8,495 shares

    5.99% of the 13F portfolio, value $12,047,256.

    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 248,925 shares
    Change vs previous 13F not available

    6.28% of the 13F portfolio, value $11,390,808.

    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).