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Disclosery

Johnson Financial Group, Inc.: ITOT position timeline

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

Johnson Financial Group, Inc. held 3,357 ITOT 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 3,357 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $551,455.

    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 3,357 shares
    Change vs previous 13F -730 shares

    0.02% of the 13F portfolio, value $478,138.

    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 4,087 shares
    Change vs previous 13F -1,575 shares

    0.02% of the 13F portfolio, value $607,697.

    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 5,662 shares
    Change vs previous 13F -491 shares

    0.03% of the 13F portfolio, value $824,671.

    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 6,153 shares
    Change vs previous 13F -740 shares

    0.04% of the 13F portfolio, value $830,902.

    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 6,893 shares
    Change vs previous 13F -175 shares

    0.04% of the 13F portfolio, value $841,016.

    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 7,068 shares
    Change vs previous 13F -1,193 shares

    0.04% of the 13F portfolio, value $936,440.

    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 8,261 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,037,748.

    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).