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Willis Johnson & Associates, Inc.: PREF position timeline

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

Willis Johnson & Associates, Inc. held 76,348 PREF 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 76,348 shares
    Change vs previous 13F -603 shares

    0.08% of the 13F portfolio, value $1,455,198.

    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 76,951 shares
    Change vs previous 13F -22,388 shares

    0.08% of the 13F portfolio, value $1,448,223.

    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 99,339 shares
    Change vs previous 13F -2,103 shares

    0.12% of the 13F portfolio, value $1,894,399.

    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 101,442 shares
    Change vs previous 13F -1,203 shares

    0.12% of the 13F portfolio, value $1,941,607.

    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 102,645 shares
    Change vs previous 13F -8,737 shares

    0.13% of the 13F portfolio, value $1,947,175.

    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 111,382 shares
    Change vs previous 13F -4,612 shares

    0.16% of the 13F portfolio, value $2,082,839.

    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 115,994 shares
    Change vs previous 13F -8,035 shares

    0.17% of the 13F portfolio, value $2,158,642.

    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 124,029 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,332,985.

    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).