Johnson & White Wealth Management, LLC: IJH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Johnson & White Wealth Management, LLC on IJH, newest first. How the timeline and the estimate are built.
Johnson & White Wealth Management, LLC held 19,916 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 19,916 sharesChange vs previous 13F +1,103 shares
0.57% of the 13F portfolio, value $1,535,766.
13F-HR 0001954136-26-000003 filed by Johnson & White 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 18,813 sharesChange vs previous 13F -299 shares
0.54% of the 13F portfolio, value $1,270,455.
13F-HR 0001954136-26-000002 filed by Johnson & White 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 19,112 sharesChange vs previous 13F -137 shares
0.55% of the 13F portfolio, value $1,261,367.
13F-HR 0001954136-26-000001 filed by Johnson & White 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 19,249 sharesChange vs previous 13F +356 shares
0.58% of the 13F portfolio, value $1,256,171.
13F-HR 0001954136-25-000006 filed by Johnson & White Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,893 sharesChange vs previous 13F +462 shares
0.59% of the 13F portfolio, value $1,172,000.
13F-HR 0001954136-25-000004 filed by Johnson & White Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,431 sharesChange vs previous 13F +180 shares
0.6% of the 13F portfolio, value $1,075,000.
13F-HR 0001954136-25-000003 filed by Johnson & White Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,251 sharesChange vs previous 13F not available
0.69% of the 13F portfolio, value $1,134,000.
13F-HR 0001954136-25-000001 filed by Johnson & White Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).