Johnson & White Wealth Management, LLC
- SEC CIK
- 0001954136
- Latest filing
- Jul 16, 2026
V holding history
Visa Inc. in every 13F filed by Johnson & White Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
V overviewAll 13F holders of VFull Q2 2026 holdings
- Shares (Q2 2026)
- 896
- Value
- $307.4K
- % of portfolio
- 0.1%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 896 | $307.4K | 0.1% | +10+1.1% | Added | Holders |
| Q1 2026 | 886 | $267.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 886 | $310.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 886 | $302.5K | 0.1% | −11−1.2% | Reduced | Holders |
| Q2 2025 | 897 | $319.0K | 0.2% | −24−2.6% | Reduced | Holders |
| Q1 2025 | 921 | $323.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2024 | 921 | $290.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2024 | 921 | $253.0K | 0.2% | +6+0.7% | Added | Holders |
| Q2 2024 | 915 | $240.0K | 0.2% | +11+1.2% | Added | Holders |
| Q1 2024 | 904 | $252.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2023 | 904 | $235.0K | 0.2% | +904 | New | Holders |