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Disclosery

Johnson Financial Group, Inc.: DSI position timeline

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

Johnson Financial Group, Inc. held 111,675 DSI 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 111,675 shares
    Change vs previous 13F -2,050 shares

    0.52% of the 13F portfolio, value $15,901,404.

    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 113,725 shares
    Change vs previous 13F +18,313 shares

    0.5% of the 13F portfolio, value $13,782,334.

    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 95,412 shares
    Change vs previous 13F +41,084 shares

    0.46% of the 13F portfolio, value $12,291,929.

    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 54,328 shares
    Change vs previous 13F -4,789 shares

    0.26% of the 13F portfolio, value $6,842,612.

    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 59,117 shares
    Change vs previous 13F +2,286 shares

    0.31% of the 13F portfolio, value $6,867,032.

    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 56,831 shares
    Change vs previous 13F +2,268 shares

    0.28% of the 13F portfolio, value $5,820,064.

    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 54,563 shares
    Change vs previous 13F +1,337 shares

    0.29% of the 13F portfolio, value $6,111,056.

    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 53,226 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $5,790,457.

    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).