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Disclosery

Johnson Financial Group, Inc.: ADI position timeline

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

Johnson Financial Group, Inc. held 3,947 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,947 shares
    Change vs previous 13F -868 shares

    0.05% of the 13F portfolio, value $1,567,631.

    13F-HR 0000892712-26-000334 filed by Johnson Financial Group, 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 4,815 shares
    Change vs previous 13F +2,487 shares

    0.06% of the 13F portfolio, value $1,531,846.

    13F-HR 0000892712-26-000234 filed by Johnson Financial Group, 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 2,328 shares
    Change vs previous 13F -2,040 shares

    0.02% of the 13F portfolio, value $631,354.

    13F-HR 0000892712-26-000082 filed by Johnson Financial Group, 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 4,368 shares
    Change vs previous 13F +3,461 shares

    0.04% of the 13F portfolio, value $1,073,219.

    13F-HR 0000892712-25-000153 filed by Johnson Financial Group, 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 907 shares
    Change vs previous 13F +125 shares

    0.01% of the 13F portfolio, value $215,885.

    13F-HR 0000892712-25-000092 filed by Johnson Financial Group, 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 782 shares
    Change vs previous 13F -1,005 shares

    0.01% of the 13F portfolio, value $157,707.

    13F-HR 0000892712-25-000067 filed by Johnson Financial Group, 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 1,787 shares
    Change vs previous 13F -2,461 shares

    0.02% of the 13F portfolio, value $378,648.

    13F-HR 0000892712-25-000037 filed by Johnson Financial Group, 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 4,248 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $977,764.

    13F-HR 0000892712-24-000132 filed by Johnson Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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