Skip to content
Disclosery

Willis Johnson & Associates, Inc.: SPY position timeline

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

Willis Johnson & Associates, Inc. held 4,999 SPY 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 4,999 shares
    Change vs previous 13F -5,049 shares

    0.21% of the 13F portfolio, value $3,732,855.

    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 10,048 shares
    Change vs previous 13F -68 shares

    0.38% of the 13F portfolio, value $6,534,523.

    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 10,116 shares
    Change vs previous 13F +3,897 shares

    0.43% of the 13F portfolio, value $6,898,070.

    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 6,219 shares
    Change vs previous 13F +465 shares

    0.26% of the 13F portfolio, value $4,142,712.

    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 5,754 shares
    Change vs previous 13F -215 shares

    0.24% of the 13F portfolio, value $3,554,923.

    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 5,969 shares
    Change vs previous 13F -549 shares

    0.25% of the 13F portfolio, value $3,339,205.

    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 6,518 shares
    Change vs previous 13F +894 shares

    0.29% of the 13F portfolio, value $3,820,027.

    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 5,624 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,227,068.

    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).