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Johnson & White Wealth Management, LLC: OVF position timeline

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

Johnson & White Wealth Management, LLC held 137,191 OVF 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 137,191 shares
    Change vs previous 13F +9,479 shares

    1.63% of the 13F portfolio, value $4,347,583.

    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 127,712 shares
    Change vs previous 13F +6,247 shares

    1.59% of the 13F portfolio, value $3,748,356.

    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 121,465 shares
    Change vs previous 13F -2,062 shares

    1.55% of the 13F portfolio, value $3,551,863.

    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 123,527 shares
    Change vs previous 13F -1,364 shares

    1.64% of the 13F portfolio, value $3,579,768.

    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 124,891 shares
    Change vs previous 13F -5,935 shares

    1.75% of the 13F portfolio, value $3,468,000.

    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 130,826 shares
    Change vs previous 13F +3,229 shares

    1.81% of the 13F portfolio, value $3,231,000.

    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 127,597 shares
    Change vs previous 13F +9,941 shares

    1.8% of the 13F portfolio, value $2,979,000.

    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).

  8. period ended2024-09-30
    13F 117,656 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $3,104,000.

    13F-HR 0001954136-24-000003 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).