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Disclosery

Johnson Financial Group, Inc.: MA position timeline

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

Johnson Financial Group, Inc. held 4,542 MA 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 4,542 shares
    Change vs previous 13F -447 shares

    0.08% of the 13F portfolio, value $2,332,772.

    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 4,989 shares
    Change vs previous 13F +898 shares

    0.09% of the 13F portfolio, value $2,492,805.

    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 4,091 shares
    Change vs previous 13F -1,549 shares

    0.09% of the 13F portfolio, value $2,335,471.

    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 5,640 shares
    Change vs previous 13F +2,722 shares

    0.12% of the 13F portfolio, value $3,208,089.

    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 2,918 shares
    Change vs previous 13F +82 shares

    0.07% of the 13F portfolio, value $1,639,742.

    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 2,836 shares
    Change vs previous 13F +144 shares

    0.08% of the 13F portfolio, value $1,554,469.

    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 2,692 shares
    Change vs previous 13F -312 shares

    0.07% of the 13F portfolio, value $1,497,148.

    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 3,004 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,483,376.

    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).