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Disclosery

Johnson Financial Group, Inc.: IVW position timeline

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

Johnson Financial Group, Inc. held 11,756 IVW 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 11,756 shares
    Change vs previous 13F +365 shares

    0.05% of the 13F portfolio, value $1,616,804.

    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 11,391 shares
    Change vs previous 13F -1,025 shares

    0.05% of the 13F portfolio, value $1,288,437.

    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 12,416 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,530,397.

    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 12,416 shares
    Change vs previous 13F +1,298 shares

    0.06% of the 13F portfolio, value $1,498,860.

    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 11,118 shares
    Change vs previous 13F -186 shares

    0.06% of the 13F portfolio, value $1,224,093.

    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 11,304 shares
    Change vs previous 13F +186 shares

    0.05% of the 13F portfolio, value $1,049,351.

    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 11,118 shares
    Change vs previous 13F +5,354 shares

    0.05% of the 13F portfolio, value $1,158,385.

    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 5,764 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $551,904.

    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).