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Disclosery

Johnson Financial Group, Inc.: EXC position timeline

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

Johnson Financial Group, Inc. held 109,531 EXC 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 109,531 shares
    Change vs previous 13F -7,083 shares

    0.17% of the 13F portfolio, value $5,106,336.

    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 116,614 shares
    Change vs previous 13F +5,604 shares

    0.21% of the 13F portfolio, value $5,716,419.

    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 111,010 shares
    Change vs previous 13F -3,720 shares

    0.18% of the 13F portfolio, value $4,838,927.

    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 114,730 shares
    Change vs previous 13F +1,205 shares

    0.19% of the 13F portfolio, value $5,163,998.

    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 113,525 shares
    Change vs previous 13F -4,349 shares

    0.22% of the 13F portfolio, value $4,929,257.

    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 117,874 shares
    Change vs previous 13F -3,774 shares

    0.27% of the 13F portfolio, value $5,431,635.

    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 121,648 shares
    Change vs previous 13F +9,066 shares

    0.23% of the 13F portfolio, value $4,865,920.

    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 112,582 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $4,565,201.

    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).