Current Market Value 1,472,011,798
Current Holdings 167
Most Recent File Date 2025-08-13
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Willis Johnson & Associates, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-13 2025-06-30 13F-HR 167 1,472,012
2025-05-15 2025-03-31 13F-HR 170 1,320,955
2025-02-14 2024-12-31 13F-HR 157 1,301,857
2024-10-31 2024-09-30 13F-HR 170 1,316,399
2024-08-01 2024-06-30 13F-HR 156 1,219,606
2024-04-19 2024-03-31 13F-HR 160 1,151,325
2024-01-12 2023-12-31 13F-HR 143 1,097,186
2023-10-25 2023-09-30 13F-HR 128 975,235
2023-07-17 2023-06-30 13F-HR 130 938,006
2023-04-06 2023-03-31 13F-HR 118 842,627
2023-01-20 2022-12-31 13F-HR 117 766,792
2022-10-12 2022-09-30 13F-HR 102 686,584
2022-07-18 2022-06-30 13F-HR 99 717,053
2022-05-10 2022-03-31 13F-HR 101 762,013
2022-01-21 2021-12-31 13F-HR 99 774,829
2021-10-15 2021-09-30 13F-HR 96 719,470
2021-07-16 2021-06-30 13F-HR 99 705,810
2021-04-29 2021-03-31 13F-HR 89 653,071
2021-04-13 2020-12-31 13F-HR 84 599,108