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JOHNSON INVESTMENT COUNSEL INC: IDU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JOHNSON INVESTMENT COUNSEL INC on IDU, newest first. How the timeline and the estimate are built.

JOHNSON INVESTMENT COUNSEL INC held 3,278 IDU shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,278 shares
    Change vs previous 13F -190 shares

    <0.01% of the 13F portfolio, value $375,692.

    13F-HR 0002085853-26-000845 filed by JOHNSON INVESTMENT COUNSEL INC
    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 3,468 shares
    Change vs previous 13F +185 shares

    <0.01% of the 13F portfolio, value $402,669.

    13F-HR 0002085853-26-000551 filed by JOHNSON INVESTMENT COUNSEL INC
    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 3,283 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $355,746.

    13F-HR 0002085853-26-000263 filed by JOHNSON INVESTMENT COUNSEL INC
    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 3,183 shares
    Change vs previous 13F +50 shares

    <0.01% of the 13F portfolio, value $352,995.

    13F-HR 0002085853-25-000236 filed by JOHNSON INVESTMENT COUNSEL INC
    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 3,133 shares
    Change vs previous 13F +610 shares

    <0.01% of the 13F portfolio, value $327,618.

    13F-HR 0001667731-25-000959 filed by JOHNSON INVESTMENT COUNSEL INC
    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 2,523 shares
    Change vs previous 13F +170 shares

    <0.01% of the 13F portfolio, value $255,883.

    13F-HR 0001667731-25-000456 filed by JOHNSON INVESTMENT COUNSEL INC
    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 2,353 shares
    Change vs previous 13F -400 shares

    <0.01% of the 13F portfolio, value $226,382.

    13F-HR 0001667731-25-000222 filed by JOHNSON INVESTMENT COUNSEL INC
    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 2,753 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $280,861.

    13F-HR 0001104659-24-113798 filed by JOHNSON INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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