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Disclosery

Johnson Financial Group, Inc.: MO position timeline

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

Johnson Financial Group, Inc. held 177,491 MO 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 177,491 shares
    Change vs previous 13F +15,418 shares

    0.43% of the 13F portfolio, value $12,956,280.

    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 162,073 shares
    Change vs previous 13F +524 shares

    0.39% of the 13F portfolio, value $10,866,344.

    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 161,549 shares
    Change vs previous 13F -1,022 shares

    0.35% of the 13F portfolio, value $9,483,059.

    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 162,571 shares
    Change vs previous 13F -11,885 shares

    0.41% of the 13F portfolio, value $10,909,830.

    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 174,456 shares
    Change vs previous 13F +3,288 shares

    0.47% of the 13F portfolio, value $10,403,422.

    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 171,168 shares
    Change vs previous 13F +2,502 shares

    0.51% of the 13F portfolio, value $10,446,519.

    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 168,666 shares
    Change vs previous 13F +14,644 shares

    0.42% of the 13F portfolio, value $8,809,400.

    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 154,022 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $8,015,945.

    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).