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Disclosery

Johnson Financial Group, Inc.: IWR position timeline

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

Johnson Financial Group, Inc. held 77,983 IWR 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 77,983 shares
    Change vs previous 13F -1,348 shares

    0.28% of the 13F portfolio, value $8,603,086.

    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 79,331 shares
    Change vs previous 13F +23,722 shares

    0.28% of the 13F portfolio, value $7,713,354.

    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 55,609 shares
    Change vs previous 13F -6,467 shares

    0.2% of the 13F portfolio, value $5,353,480.

    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 62,076 shares
    Change vs previous 13F +8,942 shares

    0.22% of the 13F portfolio, value $5,993,439.

    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 53,134 shares
    Change vs previous 13F +2,674 shares

    0.22% of the 13F portfolio, value $4,886,735.

    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 50,460 shares
    Change vs previous 13F -1,692 shares

    0.21% of the 13F portfolio, value $4,292,633.

    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 52,152 shares
    Change vs previous 13F -10,073 shares

    0.23% of the 13F portfolio, value $4,801,636.

    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 62,225 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $5,484,512.

    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).