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Johnson & White Wealth Management, LLC: SPGP position timeline

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

Johnson & White Wealth Management, LLC held 50,271 SPGP 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 50,271 shares
    Change vs previous 13F +1,334 shares

    2.3% of the 13F portfolio, value $6,147,674.

    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 48,937 shares
    Change vs previous 13F +3,196 shares

    2.23% of the 13F portfolio, value $5,266,615.

    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 45,741 shares
    Change vs previous 13F +3,933 shares

    2.27% of the 13F portfolio, value $5,207,998.

    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 41,808 shares
    Change vs previous 13F +1,127 shares

    2.18% of the 13F portfolio, value $4,750,214.

    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 40,681 shares
    Change vs previous 13F +459 shares

    2.21% of the 13F portfolio, value $4,381,000.

    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 40,222 shares
    Change vs previous 13F +2,199 shares

    2.25% of the 13F portfolio, value $4,017,000.

    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 38,023 shares
    Change vs previous 13F +2,773 shares

    2.41% of the 13F portfolio, value $3,988,000.

    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 35,250 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $3,690,000.

    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).