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Willis Johnson & Associates, Inc.: SMB position timeline

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

Willis Johnson & Associates, Inc. held 204,147 SMB 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 204,147 shares
    Change vs previous 13F -2,505 shares

    0.2% of the 13F portfolio, value $3,541,951.

    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 206,652 shares
    Change vs previous 13F -4,193 shares

    0.21% of the 13F portfolio, value $3,575,080.

    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 210,845 shares
    Change vs previous 13F -580 shares

    0.23% of the 13F portfolio, value $3,670,807.

    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 211,425 shares
    Change vs previous 13F -1,286 shares

    0.23% of the 13F portfolio, value $3,683,029.

    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 212,711 shares
    Change vs previous 13F -20,716 shares

    0.25% of the 13F portfolio, value $3,671,386.

    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 233,427 shares
    Change vs previous 13F -7,363 shares

    0.3% of the 13F portfolio, value $3,999,775.

    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 240,790 shares
    Change vs previous 13F -388 shares

    0.32% of the 13F portfolio, value $4,115,101.

    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 241,178 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $4,169,961.

    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).