Skip to content
Disclosery

Johnson & White Wealth Management, LLC: SMLV position timeline

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

Johnson & White Wealth Management, LLC held 12,562 SMLV 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 12,562 shares
    Change vs previous 13F -993 shares

    0.74% of the 13F portfolio, value $1,976,791.

    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 13,555 shares
    Change vs previous 13F -50 shares

    0.79% of the 13F portfolio, value $1,858,157.

    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 13,605 shares
    Change vs previous 13F +137 shares

    0.78% of the 13F portfolio, value $1,783,984.

    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 13,468 shares
    Change vs previous 13F +107 shares

    0.8% of the 13F portfolio, value $1,747,377.

    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 13,361 shares
    Change vs previous 13F +425 shares

    0.84% of the 13F portfolio, value $1,672,000.

    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 12,936 shares
    Change vs previous 13F -311 shares

    0.89% of the 13F portfolio, value $1,589,000.

    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 13,247 shares
    Change vs previous 13F +145 shares

    1.01% of the 13F portfolio, value $1,674,000.

    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 13,102 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $1,628,000.

    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).