ARTNA ARTESIAN RES CORP

Ownership history in Johnson & White Wealth Management, LLC  ·  13 quarters on record

AI Ownership Summary

Johnson & White Wealth Management, LLC reported ARTESIAN RES CORP (ARTNA) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.26% in 2023 Q4. The latest visible filing shows ARTNA at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ARTNA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Johnson & White Wealth Management, LLC's position in ARTESIAN RES CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ARTNA was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Johnson & White Wealth Management, LLC held ARTNA — position size vs. price
% of Fund (quarterly)    ARTNA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 6,649 0% 0.09% $210K 2026-02-14 (Est.) $33.74
2025 Q3 UNCHANGED 6,649 0% 0.10% $217K 2025-10-15 $32.67
2025 Q2 REDUCED 6,649 -491 -6.9% 0.11% $223K 2025-07-17 $32.46
2025 Q1 UNCHANGED 7,140 0% 0.13% $233K 2025-04-10 $31.88
2024 Q4 REDUCED 7,140 -146 -2.0% 0.14% $224K 2025-01-13 $28.53
2024 Q3 REDUCED 7,286 -225 -3.0% 0.23% $271K 2024-10-03 $34.12
2024 Q2 UNCHANGED 7,511 0% 0.25% $264K 2024-07-19 $36.93
2024 Q1 UNCHANGED 7,511 0% 0.20% $279K 2024-04-10 $32.76
2023 Q4 UNCHANGED 7,511 0% 0.26% $311K 2024-01-17 $34.02
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Johnson & White Wealth Management, LLC and ARTNA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Johnson & White Wealth Management, LLC reported owning ARTNA?

Johnson & White Wealth Management, LLC reported ARTNA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ARTNA position in Johnson & White Wealth Management, LLC's portfolio?

The largest reported portfolio weight for ARTNA was 0.26% in 2023 Q4.

What is the latest reported ARTNA position on this page?

The most recent filing on this page is 2025 Q4, when Johnson & White Wealth Management, LLC reported 6,649 shares, equal to 0.09% of portfolio, with an estimated market value of $210K.

What does the chart on this ARTNA ownership page compare?

The chart compares Johnson & White Wealth Management, LLC's quarterly ARTNA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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