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Disclosery

Johnson Financial Group, Inc.: IWS position timeline

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

Johnson Financial Group, Inc. held 6,555 IWS 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 6,555 shares
    Change vs previous 13F -856 shares

    0.04% of the 13F portfolio, value $1,078,954.

    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 7,411 shares
    Change vs previous 13F +1,034 shares

    0.04% of the 13F portfolio, value $1,080,080.

    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 6,377 shares
    Change vs previous 13F -238 shares

    0.03% of the 13F portfolio, value $899,477.

    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 6,615 shares
    Change vs previous 13F +84 shares

    0.03% of the 13F portfolio, value $923,918.

    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 6,531 shares
    Change vs previous 13F +4,023 shares

    0.04% of the 13F portfolio, value $863,008.

    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 2,508 shares
    Change vs previous 13F -296 shares

    0.02% of the 13F portfolio, value $315,933.

    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 2,804 shares
    Change vs previous 13F -558 shares

    0.02% of the 13F portfolio, value $374,896.

    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 3,362 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $444,626.

    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).