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Johnson & White Wealth Management, LLC: PRFZ position timeline

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

Johnson & White Wealth Management, LLC held 266,421 PRFZ 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 266,421 shares
    Change vs previous 13F +2,126 shares

    5.56% of the 13F portfolio, value $14,858,278.

    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 264,295 shares
    Change vs previous 13F +9,462 shares

    5.13% of the 13F portfolio, value $12,123,244.

    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 254,833 shares
    Change vs previous 13F +17,523 shares

    5.09% of the 13F portfolio, value $11,694,268.

    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 237,310 shares
    Change vs previous 13F +5,427 shares

    4.94% of the 13F portfolio, value $10,778,621.

    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 231,883 shares
    Change vs previous 13F +2,289 shares

    4.75% of the 13F portfolio, value $9,431,000.

    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 229,594 shares
    Change vs previous 13F +9,922 shares

    4.88% of the 13F portfolio, value $8,692,000.

    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 219,672 shares
    Change vs previous 13F +13,897 shares

    5.54% of the 13F portfolio, value $9,156,000.

    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 205,775 shares
    Change vs previous 13F not available

    7.36% of the 13F portfolio, value $8,550,000.

    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).