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Disclosery

Johnson Financial Group, Inc.: JOUT position timeline

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

Johnson Financial Group, Inc. held 950,502 JOUT 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 950,502 shares
    Change vs previous 13F -113 shares

    1.44% of the 13F portfolio, value $43,761,112.

    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 950,615 shares
    Change vs previous 13F -749,580 shares

    1.6% of the 13F portfolio, value $44,213,103.

    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 1,700,195 shares
    Change vs previous 13F 0 shares

    2.7% of the 13F portfolio, value $72,173,278.

    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 1,700,195 shares
    Change vs previous 13F 0 shares

    2.58% of the 13F portfolio, value $68,670,876.

    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 1,700,195 shares
    Change vs previous 13F 0 shares

    2.41% of the 13F portfolio, value $53,573,144.

    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 1,700,195 shares
    Change vs previous 13F 0 shares

    2.75% of the 13F portfolio, value $56,106,435.

    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 1,700,195 shares
    Change vs previous 13F -18,440 shares

    2.65% of the 13F portfolio, value $56,106,435.

    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 1,718,635 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $54,343,238.

    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).