Johnson Wealth Management, LLC: DFSD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Johnson Wealth Management, LLC on DFSD, newest first. How the timeline and the estimate are built.
Johnson Wealth Management, LLC held 298,214 DFSD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 298,214 sharesChange vs previous 13F +28,134 shares
6.03% of the 13F portfolio, value $14,239,718.
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 270,080 sharesChange vs previous 13F +9,542 shares
6.24% of the 13F portfolio, value $12,931,430.
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 260,538 sharesChange vs previous 13F +30,957 shares
6.22% of the 13F portfolio, value $12,492,797.
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 229,581 sharesChange vs previous 13F not available
6.1% of the 13F portfolio, value $11,063,508.
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).