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Disclosery

Johnson Financial Group, Inc.: IWP position timeline

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

Johnson Financial Group, Inc. held 34,981 IWP 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 34,981 shares
    Change vs previous 13F -2,317 shares

    0.17% of the 13F portfolio, value $5,121,569.

    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 37,298 shares
    Change vs previous 13F -9,148 shares

    0.17% of the 13F portfolio, value $4,778,621.

    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 46,446 shares
    Change vs previous 13F +43 shares

    0.24% of the 13F portfolio, value $6,360,316.

    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 46,403 shares
    Change vs previous 13F +10,615 shares

    0.25% of the 13F portfolio, value $6,608,252.

    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 35,788 shares
    Change vs previous 13F +2,622 shares

    0.22% of the 13F portfolio, value $4,963,081.

    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 33,166 shares
    Change vs previous 13F -5,283 shares

    0.19% of the 13F portfolio, value $3,896,674.

    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 38,449 shares
    Change vs previous 13F -21,722 shares

    0.24% of the 13F portfolio, value $5,177,928.

    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 60,171 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $7,057,457.

    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).