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Disclosery

Johnson Financial Group, Inc.: IJR position timeline

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

Johnson Financial Group, Inc. held 57,406 IJR 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 57,406 shares
    Change vs previous 13F +819 shares

    0.28% of the 13F portfolio, value $8,513,911.

    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 56,587 shares
    Change vs previous 13F +4,035 shares

    0.25% of the 13F portfolio, value $7,034,363.

    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 52,552 shares
    Change vs previous 13F +174 shares

    0.24% of the 13F portfolio, value $6,315,728.

    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 52,378 shares
    Change vs previous 13F -6,130 shares

    0.23% of the 13F portfolio, value $6,224,110.

    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 58,508 shares
    Change vs previous 13F +17,462 shares

    0.29% of the 13F portfolio, value $6,394,290.

    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 41,046 shares
    Change vs previous 13F +913 shares

    0.21% of the 13F portfolio, value $4,292,184.

    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 40,133 shares
    Change vs previous 13F -62,320 shares

    0.22% of the 13F portfolio, value $4,753,314.

    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 102,453 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $11,982,929.

    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).