Johnson Financial Group, Inc.: JMTG position timeline

Johnson Financial Group, Inc. held 6,739 JMTG 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 6,739 shares

   Change vs previous 13F -7,897 shares

   0.01% of the 13F portfolio, value $341,534.

   13F-HR 0000892712-26-000334 filed by Johnson Financial Group, Inc.
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 14,636 shares

   Change vs previous 13F +1,809 shares

   0.03% of the 13F portfolio, value $746,436.

   13F-HR 0000892712-26-000234 filed by Johnson Financial Group, Inc.
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 12,827 shares

   Change vs previous 13F 0 shares

   0.02% of the 13F portfolio, value $657,264.

   13F-HR 0000892712-26-000082 filed by Johnson Financial Group, Inc.
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 12,827 shares

   Change vs previous 13F +12,746 shares

   0.02% of the 13F portfolio, value $654,177.

   13F-HR 0000892712-25-000153 filed by Johnson Financial Group, Inc.
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 81 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $4,076.

   13F-HR 0000892712-25-000092 filed by Johnson Financial Group, Inc.
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).