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Johnson & White Wealth Management, LLC: EDV position timeline

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

Johnson & White Wealth Management, LLC held 11,413 EDV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,413 shares
    Change vs previous 13F -2,969 shares

    0.28% of the 13F portfolio, value $742,726.

    13F-HR 0001954136-26-000003 filed by Johnson & White 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 14,382 shares
    Change vs previous 13F -2,807 shares

    0.4% of the 13F portfolio, value $934,131.

    13F-HR 0001954136-26-000002 filed by Johnson & White 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 17,189 shares
    Change vs previous 13F -11,668 shares

    0.49% of the 13F portfolio, value $1,117,477.

    13F-HR 0001954136-26-000001 filed by Johnson & White 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 28,857 shares
    Change vs previous 13F -15,134 shares

    0.9% of the 13F portfolio, value $1,975,319.

    13F-HR 0001954136-25-000006 filed by Johnson & White Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 43,991 shares
    Change vs previous 13F -4,634 shares

    1.49% of the 13F portfolio, value $2,961,000.

    13F-HR 0001954136-25-000004 filed by Johnson & White Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 48,625 shares
    Change vs previous 13F -7,033 shares

    1.94% of the 13F portfolio, value $3,458,000.

    13F-HR 0001954136-25-000003 filed by Johnson & White Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 55,658 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $3,768,000.

    13F-HR 0001954136-25-000001 filed by Johnson & White Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).