Johnson & White Wealth Management, LLC
Holdings in YORW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $681,280 | 21,397 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $684,237 | 22,493 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $755,872 | 23,920 | Shares | Sole | 2025-07-17 |
| 2025-03-31 | $876,086 | 25,262 | Shares | Sole | 2025-04-10 |
| 2024-12-31 | $834,294 | 25,498 | Shares | Sole | 2025-01-13 |
| 2024-03-31 | $1,076,130 | 29,670 | Shares | Sole | 2024-04-10 |
| 2023-12-31 | $1,145,700 | 29,666 | Shares | Sole | 2024-01-17 |
| 2023-09-30 | $1,111,578 | 29,650 | Shares | Sole | 2023-10-12 |
| 2023-03-31 | $1,309,307 | 29,291 | Shares | Sole | 2023-04-17 |
| 2022-09-30 | $1,068,430 | 27,802 | Shares | Sole | 2022-11-14 |