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Johnson & White Wealth Management, LLCETFConcentrated long-term

CIK: 0001954136 | YORK, PA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR115$274.8M2026-11-03SEC ↗
Q2 2026
13F-HR117$267.3M2026-07-16SEC ↗
Q1 2026
13F-HR106$236.3M2026-04-15SEC ↗
Q4 2025
13F-HR111$229.8M2026-02-05SEC ↗
Q3 2025
13F-HR112$218.3M2025-10-15SEC ↗
Q2 2025
13F-HR102$14.1M2025-07-17SEC ↗
Q1 2025
13F-HR98$12.5M2025-04-10SEC ↗
Q4 2024
13F-HR98$9.1M2025-01-13SEC ↗
Q3 2024
13F-HR54$12.4M2024-10-03SEC ↗
Q2 2024
13F-HR51$8.6M2024-07-19SEC ↗
Q1 2024
13F-HR86$6.8M2024-04-10SEC ↗
Q4 2023
13F-HR79$3.2M2024-01-17SEC ↗
Q3 2023
13F-HR72$2.6M2023-10-12SEC ↗
Q2 2023
13F-HR35$1.5M2023-07-25SEC ↗
Q1 2023
13F-HR76$2.3M2023-04-17SEC ↗
Q4 2022
13F-HR77$99.3K2023-01-18SEC ↗
Q3 2022
13F-HR76$1.5M2022-11-14SEC ↗