Skip to content
Disclosery

Johnson Financial Group, Inc.: IWF position timeline

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

Johnson Financial Group, Inc. held 919,428 IWF 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 919,428 shares
    Change vs previous 13F +506,578 shares

    3.75% of the 13F portfolio, value $114,165,376.

    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 412,850 shares
    Change vs previous 13F +2,928 shares

    6.37% of the 13F portfolio, value $176,039,196.

    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 409,922 shares
    Change vs previous 13F -18,491 shares

    7.26% of the 13F portfolio, value $194,016,231.

    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 428,413 shares
    Change vs previous 13F +36,346 shares

    7.53% of the 13F portfolio, value $200,672,866.

    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 392,067 shares
    Change vs previous 13F +19,987 shares

    7.49% of the 13F portfolio, value $166,463,714.

    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 372,080 shares
    Change vs previous 13F -63,831 shares

    6.58% of the 13F portfolio, value $134,354,365.

    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 435,911 shares
    Change vs previous 13F -70,061 shares

    8.44% of the 13F portfolio, value $178,422,908.

    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 505,972 shares
    Change vs previous 13F not available

    8.68% of the 13F portfolio, value $189,931,720.

    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).