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Disclosery

Johnson Financial Group, Inc.: EFV position timeline

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

Johnson Financial Group, Inc. held 123,965 EFV 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 123,965 shares
    Change vs previous 13F +850 shares

    0.31% of the 13F portfolio, value $9,489,521.

    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 123,115 shares
    Change vs previous 13F -7,242 shares

    0.33% of the 13F portfolio, value $9,153,601.

    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 130,357 shares
    Change vs previous 13F +930 shares

    0.35% of the 13F portfolio, value $9,308,794.

    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 129,427 shares
    Change vs previous 13F +37,193 shares

    0.33% of the 13F portfolio, value $8,779,035.

    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 92,234 shares
    Change vs previous 13F +21,873 shares

    0.26% of the 13F portfolio, value $5,855,016.

    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 70,361 shares
    Change vs previous 13F -27,704 shares

    0.2% of the 13F portfolio, value $4,147,078.

    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 98,065 shares
    Change vs previous 13F -240,660 shares

    0.25% of the 13F portfolio, value $5,379,847.

    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 338,725 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $19,486,851.

    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).