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Disclosery

Johnson Financial Group, Inc.: IVV position timeline

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

Johnson Financial Group, Inc. held 1,267,369 IVV 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 1,267,369 shares
    Change vs previous 13F -10,378 shares

    31.21% of the 13F portfolio, value $949,120,117.

    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 1,277,747 shares
    Change vs previous 13F +32,161 shares

    30.22% of the 13F portfolio, value $834,636,941.

    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 1,245,586 shares
    Change vs previous 13F -29 shares

    31.93% of the 13F portfolio, value $853,151,469.

    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 1,245,615 shares
    Change vs previous 13F +168,629 shares

    31.28% of the 13F portfolio, value $833,690,455.

    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 1,076,986 shares
    Change vs previous 13F +27,088 shares

    30.09% of the 13F portfolio, value $668,700,948.

    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 1,049,898 shares
    Change vs previous 13F +32,105 shares

    28.87% of the 13F portfolio, value $589,937,657.

    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 1,017,793 shares
    Change vs previous 13F +251,028 shares

    29.1% of the 13F portfolio, value $615,418,390.

    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 766,765 shares
    Change vs previous 13F not available

    20.2% of the 13F portfolio, value $442,285,009.

    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).