Johnson Financial Group, Inc.: IWM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Johnson Financial Group, Inc. on IWM, newest first. How the timeline and the estimate are built.
Johnson Financial Group, Inc. held 10,927 IWM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 10,927 sharesChange vs previous 13F -150 shares
0.11% of the 13F portfolio, value $3,283,018.
13F-HR 0000892712-26-000334 filed by Johnson Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,077 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $2,747,096.
13F-HR 0000892712-26-000234 filed by Johnson Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,077 sharesChange vs previous 13F -227 shares
0.1% of the 13F portfolio, value $2,726,715.
13F-HR 0000892712-26-000082 filed by Johnson Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,304 sharesChange vs previous 13F +686 shares
0.1% of the 13F portfolio, value $2,735,117.
13F-HR 0000892712-25-000153 filed by Johnson Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,618 sharesChange vs previous 13F +423 shares
0.1% of the 13F portfolio, value $2,291,260.
13F-HR 0000892712-25-000092 filed by Johnson Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,195 sharesChange vs previous 13F +901 shares
0.1% of the 13F portfolio, value $2,033,802.
13F-HR 0000892712-25-000067 filed by Johnson Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,294 sharesChange vs previous 13F +703 shares
0.1% of the 13F portfolio, value $2,104,906.
13F-HR 0000892712-25-000037 filed by Johnson Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,591 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $1,897,619.
13F-HR 0000892712-24-000132 filed by Johnson Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).