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Disclosery

Johnson Financial Group, LLC: SHM position timeline

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

Johnson Financial Group, LLC held 25,491 SHM 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 25,491 shares
    Change vs previous 13F -825 shares

    0.07% of the 13F portfolio, value $1,222,676.

    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 26,316 shares
    Change vs previous 13F -167 shares

    0.08% of the 13F portfolio, value $1,258,694.

    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 26,483 shares
    Change vs previous 13F +8,110 shares

    0.08% of the 13F portfolio, value $1,270,919.

    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 18,373 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $885,946.

    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 18,373 shares
    Change vs previous 13F -6,335 shares

    0.08% of the 13F portfolio, value $878,781.

    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 24,708 shares
    Change vs previous 13F -2,992 shares

    0.12% of the 13F portfolio, value $1,176,101.

    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 27,700 shares
    Change vs previous 13F +19,720 shares

    0.15% of the 13F portfolio, value $1,312,703.

    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 7,980 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $384,157.

    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).