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Johnson Wealth Management, LLC: DFLV position timeline

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

Johnson Wealth Management, LLC held 180,888 DFLV 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 180,888 shares
    Change vs previous 13F +6,207 shares

    3.03% of the 13F portfolio, value $7,152,312.

    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 174,681 shares
    Change vs previous 13F +15,196 shares

    3.01% of the 13F portfolio, value $6,237,859.

    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 159,485 shares
    Change vs previous 13F +20,491 shares

    2.71% of the 13F portfolio, value $5,455,981.

    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 138,994 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $4,572,903.

    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).