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Disclosery

Johnson Financial Group, Inc.: OBDC position timeline

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

Johnson Financial Group, Inc. held 587,973 OBDC 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 587,973 shares
    Change vs previous 13F +18,209 shares

    0.22% of the 13F portfolio, value $6,560,127.

    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 569,764 shares
    Change vs previous 13F +171,374 shares

    0.24% of the 13F portfolio, value $6,496,836.

    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 398,390 shares
    Change vs previous 13F -32,150 shares

    0.19% of the 13F portfolio, value $5,088,061.

    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 430,540 shares
    Change vs previous 13F -69,317 shares

    0.21% of the 13F portfolio, value $5,650,534.

    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 499,857 shares
    Change vs previous 13F -137,870 shares

    0.33% of the 13F portfolio, value $7,345,415.

    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 637,727 shares
    Change vs previous 13F -95,575 shares

    0.47% of the 13F portfolio, value $9,573,080.

    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 733,302 shares
    Change vs previous 13F -16,176 shares

    0.52% of the 13F portfolio, value $11,080,194.

    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 749,478 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $11,184,759.

    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).