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Disclosery

Johnson Financial Group, Inc.: IWD position timeline

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

Johnson Financial Group, Inc. held 41,024 IWD 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 41,024 shares
    Change vs previous 13F -17,677 shares

    0.33% of the 13F portfolio, value $9,945,449.

    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 58,701 shares
    Change vs previous 13F -5,594 shares

    0.45% of the 13F portfolio, value $12,542,565.

    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 64,295 shares
    Change vs previous 13F -445 shares

    0.51% of the 13F portfolio, value $13,523,823.

    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 64,740 shares
    Change vs previous 13F -6,186 shares

    0.49% of the 13F portfolio, value $13,180,433.

    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 70,926 shares
    Change vs previous 13F +18,264 shares

    0.62% of the 13F portfolio, value $13,776,019.

    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 52,662 shares
    Change vs previous 13F -1,278 shares

    0.48% of the 13F portfolio, value $9,908,895.

    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 53,940 shares
    Change vs previous 13F -100,933 shares

    0.49% of the 13F portfolio, value $10,439,522.

    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 154,873 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $29,394,870.

    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).