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Disclosery

Johnson Financial Group, LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Johnson Financial Group, LLC on MSFT, newest first. How the timeline and the estimate are built.

Johnson Financial Group, LLC held 18,209 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,209 shares
    Change vs previous 13F +4,143 shares

    0.37% of the 13F portfolio, value $6,792,254.

    13F-HR 0001172661-26-003124 filed by Johnson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,066 shares
    Change vs previous 13F +6,757 shares

    0.35% of the 13F portfolio, value $5,206,691.

    13F-HR 0001172661-26-001933 filed by Johnson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,309 shares
    Change vs previous 13F +1,492 shares

    0.22% of the 13F portfolio, value $3,534,740.

    13F-HR 0001172661-26-000594 filed by Johnson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,817 shares
    Change vs previous 13F +161 shares

    0.28% of the 13F portfolio, value $3,012,680.

    13F-HR 0001172661-25-004493 filed by Johnson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,656 shares
    Change vs previous 13F -2,787 shares

    0.27% of the 13F portfolio, value $2,813,571.

    13F-HR 0001172661-25-002993 filed by Johnson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,443 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,169,543.

    13F-HR 0001172661-25-001675 filed by Johnson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).