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Johnson Financial Group, LLC: PDBC position timeline

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

Johnson Financial Group, LLC held 810,757 PDBC 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 810,757 shares
    Change vs previous 13F -137,360 shares

    0.69% of the 13F portfolio, value $12,874,815.

    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 948,117 shares
    Change vs previous 13F -18,692 shares

    1.09% of the 13F portfolio, value $16,421,379.

    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 966,809 shares
    Change vs previous 13F +301,875 shares

    0.79% of the 13F portfolio, value $12,810,214.

    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 664,934 shares
    Change vs previous 13F -161,127 shares

    0.82% of the 13F portfolio, value $8,930,064.

    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 826,061 shares
    Change vs previous 13F -750,736 shares

    1.02% of the 13F portfolio, value $10,771,835.

    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 1,576,797 shares
    Change vs previous 13F -105,941 shares

    2.27% of the 13F portfolio, value $21,491,743.

    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).

  7. period ended2024-12-31
    13F 1,682,738 shares
    Change vs previous 13F +1,079,488 shares

    2.56% of the 13F portfolio, value $21,858,765.

    13F-HR 0001172661-25-000492 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).

  8. period ended2024-09-30
    13F 603,250 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $8,101,648.

    13F-HR 0001172661-24-004420 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).