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Johnson Wealth Management, LLC: DFAX position timeline

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

Johnson Wealth Management, LLC held 1,347,961 DFAX 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 1,347,961 shares
    Change vs previous 13F +20,280 shares

    21.04% of the 13F portfolio, value $49,658,882.

    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 1,327,681 shares
    Change vs previous 13F +10,631 shares

    21.77% of the 13F portfolio, value $45,101,323.

    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 1,317,050 shares
    Change vs previous 13F +78,182 shares

    21.45% of the 13F portfolio, value $43,107,046.

    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 1,238,868 shares
    Change vs previous 13F not available

    21.42% of the 13F portfolio, value $38,875,677.

    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).