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Disclosery

Johnson Financial Group, Inc.: AGG position timeline

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

Johnson Financial Group, Inc. held 62,078 AGG 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 62,078 shares
    Change vs previous 13F +7,810 shares

    0.2% of the 13F portfolio, value $6,144,482.

    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 54,268 shares
    Change vs previous 13F -12,755 shares

    0.2% of the 13F portfolio, value $5,387,186.

    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 67,023 shares
    Change vs previous 13F +1,845 shares

    0.25% of the 13F portfolio, value $6,694,258.

    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 65,178 shares
    Change vs previous 13F -1,309 shares

    0.25% of the 13F portfolio, value $6,534,096.

    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 66,487 shares
    Change vs previous 13F -17,965 shares

    0.3% of the 13F portfolio, value $6,595,511.

    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 84,452 shares
    Change vs previous 13F -51,289 shares

    0.41% of the 13F portfolio, value $8,353,993.

    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 135,741 shares
    Change vs previous 13F +74,947 shares

    0.63% of the 13F portfolio, value $13,221,126.

    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 60,794 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $6,156,610.

    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).