Skip to content
Disclosery

Johnson Financial Group, LLC: SPY position timeline

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

Johnson Financial Group, LLC held 21,757 SPY 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 21,757 shares
    Change vs previous 13F +3,086 shares

    0.88% of the 13F portfolio, value $16,247,383.

    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 18,671 shares
    Change vs previous 13F -2,899 shares

    0.81% of the 13F portfolio, value $12,142,225.

    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 21,570 shares
    Change vs previous 13F +19,114 shares

    0.91% of the 13F portfolio, value $14,708,709.

    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 2,456 shares
    Change vs previous 13F -838 shares

    0.15% of the 13F portfolio, value $1,636,138.

    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 3,294 shares
    Change vs previous 13F -6 shares

    0.19% of the 13F portfolio, value $2,035,198.

    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 3,300 shares
    Change vs previous 13F +37 shares

    0.19% of the 13F portfolio, value $1,845,987.

    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 3,263 shares
    Change vs previous 13F -250 shares

    0.22% of the 13F portfolio, value $1,912,379.

    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 3,513 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,015,619.

    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).