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Disclosery

Johnson Financial Group, Inc.: IWB position timeline

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

Johnson Financial Group, Inc. held 53,433 IWB 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 53,433 shares
    Change vs previous 13F -832 shares

    0.72% of the 13F portfolio, value $21,880,814.

    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 54,265 shares
    Change vs previous 13F +471 shares

    0.7% of the 13F portfolio, value $19,348,730.

    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 53,794 shares
    Change vs previous 13F +1,088 shares

    0.75% of the 13F portfolio, value $20,088,832.

    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 52,706 shares
    Change vs previous 13F +1,473 shares

    0.72% of the 13F portfolio, value $19,262,990.

    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 51,233 shares
    Change vs previous 13F -844 shares

    0.78% of the 13F portfolio, value $17,397,190.

    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 52,077 shares
    Change vs previous 13F +806 shares

    0.78% of the 13F portfolio, value $15,974,100.

    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 51,271 shares
    Change vs previous 13F -2,839 shares

    0.81% of the 13F portfolio, value $17,030,176.

    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 54,110 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $17,011,644.

    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).