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Johnson Financial Group, Inc.: IWN position timeline

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

Johnson Financial Group, Inc. held 5,210 IWN 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 5,210 shares
    Change vs previous 13F +50 shares

    0.04% of the 13F portfolio, value $1,152,453.

    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 5,160 shares
    Change vs previous 13F -76 shares

    0.04% of the 13F portfolio, value $978,285.

    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 5,236 shares
    Change vs previous 13F +1,531 shares

    0.04% of the 13F portfolio, value $948,816.

    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 3,705 shares
    Change vs previous 13F -784 shares

    0.02% of the 13F portfolio, value $655,082.

    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 4,489 shares
    Change vs previous 13F +881 shares

    0.03% of the 13F portfolio, value $708,186.

    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 3,608 shares
    Change vs previous 13F -93 shares

    0.03% of the 13F portfolio, value $544,737.

    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 3,701 shares
    Change vs previous 13F -1,330 shares

    0.03% of the 13F portfolio, value $619,807.

    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 5,031 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $839,272.

    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).