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Johnson & White Wealth Management, LLC: XEVTX position timeline

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

Johnson & White Wealth Management, LLC held 13,515 XEVTX 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 13,515 shares
    Change vs previous 13F -5 shares

    0.14% of the 13F portfolio, value $374,098.

    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 13,520 shares
    Change vs previous 13F -433 shares

    0.14% of the 13F portfolio, value $331,921.

    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 13,953 shares
    Change vs previous 13F -391 shares

    0.15% of the 13F portfolio, value $351,329.

    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 14,344 shares
    Change vs previous 13F -7 shares

    0.16% of the 13F portfolio, value $350,710.

    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 14,351 shares
    Change vs previous 13F +4,632 shares

    0.17% of the 13F portfolio, value $346,000.

    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 9,719 shares
    Change vs previous 13F +139 shares

    0.13% of the 13F portfolio, value $226,000.

    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 9,580 shares
    Change vs previous 13F -154 shares

    0.14% of the 13F portfolio, value $229,000.

    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 9,734 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $240,000.

    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).