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Disclosery

JOHNSON INVESTMENT COUNSEL INC: IWM position timeline

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

JOHNSON INVESTMENT COUNSEL INC held 303,252 IWM 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 303,252 shares
    Change vs previous 13F -7,082 shares

    0.67% of the 13F portfolio, value $91,111,916.

    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 310,334 shares
    Change vs previous 13F +27,703 shares

    0.62% of the 13F portfolio, value $76,962,947.

    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 282,631 shares
    Change vs previous 13F +47,029 shares

    0.57% of the 13F portfolio, value $69,572,509.

    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 235,602 shares
    Change vs previous 13F +15,852 shares

    0.48% of the 13F portfolio, value $57,006,366.

    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 219,750 shares
    Change vs previous 13F -1,561 shares

    0.43% of the 13F portfolio, value $47,419,882.

    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 221,311 shares
    Change vs previous 13F +2,087 shares

    0.43% of the 13F portfolio, value $44,149,264.

    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 219,224 shares
    Change vs previous 13F +11,703 shares

    0.47% of the 13F portfolio, value $48,439,776.

    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 207,521 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $45,839,377.

    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).