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Disclosery

Johnson Financial Group, Inc.: IEI position timeline

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

Johnson Financial Group, Inc. held 118,951 IEI 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 118,951 shares
    Change vs previous 13F -8,245 shares

    0.46% of the 13F portfolio, value $13,970,757.

    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 127,196 shares
    Change vs previous 13F -467,148 shares

    0.55% of the 13F portfolio, value $15,085,407.

    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 594,344 shares
    Change vs previous 13F +955 shares

    2.66% of the 13F portfolio, value $70,934,987.

    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 593,389 shares
    Change vs previous 13F +41,779 shares

    2.66% of the 13F portfolio, value $70,915,942.

    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 551,610 shares
    Change vs previous 13F -7,650 shares

    2.96% of the 13F portfolio, value $65,691,233.

    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 559,260 shares
    Change vs previous 13F -46,628 shares

    3.23% of the 13F portfolio, value $66,068,215.

    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 605,888 shares
    Change vs previous 13F -666,816 shares

    3.33% of the 13F portfolio, value $70,361,758.

    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 1,272,704 shares
    Change vs previous 13F not available

    6.95% of the 13F portfolio, value $152,221,748.

    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).