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Disclosery

Johnson Financial Group, Inc.: EFG position timeline

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

Johnson Financial Group, Inc. held 29,333 EFG 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 29,333 shares
    Change vs previous 13F +121 shares

    0.12% of the 13F portfolio, value $3,649,613.

    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 29,212 shares
    Change vs previous 13F -23,850 shares

    0.12% of the 13F portfolio, value $3,253,341.

    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 53,062 shares
    Change vs previous 13F -4,868 shares

    0.23% of the 13F portfolio, value $6,044,824.

    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 57,930 shares
    Change vs previous 13F +35,175 shares

    0.25% of the 13F portfolio, value $6,597,069.

    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 22,755 shares
    Change vs previous 13F +195 shares

    0.11% of the 13F portfolio, value $2,548,560.

    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 22,560 shares
    Change vs previous 13F -1,012 shares

    0.11% of the 13F portfolio, value $2,256,000.

    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 23,572 shares
    Change vs previous 13F -51,779 shares

    0.11% of the 13F portfolio, value $2,399,160.

    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 75,351 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $8,111,536.

    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).