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Willis Johnson & Associates, Inc.: IEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Willis Johnson & Associates, Inc. on IEV, newest first. How the timeline and the estimate are built.

Willis Johnson & Associates, Inc. held 193,685 IEV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 193,685 shares
    Change vs previous 13F -5,180 shares

    0.79% of the 13F portfolio, value $14,109,945.

    13F-HR 0001853239-26-000004 filed by Willis Johnson & Associates, Inc.
    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 198,865 shares
    Change vs previous 13F -3,624 shares

    0.79% of the 13F portfolio, value $13,510,871.

    13F-HR 0001853239-26-000003 filed by Willis Johnson & Associates, Inc.
    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 202,489 shares
    Change vs previous 13F -1,920 shares

    0.86% of the 13F portfolio, value $13,890,767.

    13F-HR 0001853239-26-000002 filed by Willis Johnson & Associates, Inc.
    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 204,409 shares
    Change vs previous 13F -4,522 shares

    0.83% of the 13F portfolio, value $13,384,729.

    13F-HR 0001853239-25-000004 filed by Willis Johnson & Associates, Inc.
    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 208,931 shares
    Change vs previous 13F -10,458 shares

    0.9% of the 13F portfolio, value $13,214,857.

    13F-HR 0001085146-25-004993 filed by Willis Johnson & Associates, Inc.
    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 219,389 shares
    Change vs previous 13F +880 shares

    0.97% of the 13F portfolio, value $12,768,446.

    13F-HR 0001085146-25-003176 filed by Willis Johnson & Associates, Inc.
    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 218,509 shares
    Change vs previous 13F -5,034 shares

    0.87% of the 13F portfolio, value $11,375,580.

    13F-HR 0001085146-25-001471 filed by Willis Johnson & Associates, Inc.
    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 223,543 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $13,025,841.

    13F-HR 0001853239-24-000007 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).