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Disclosery

Johnson Financial Group, Inc.: PEP position timeline

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

Johnson Financial Group, Inc. held 23,821 PEP 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 23,821 shares
    Change vs previous 13F +535 shares

    0.11% of the 13F portfolio, value $3,225,364.

    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 23,286 shares
    Change vs previous 13F -450 shares

    0.13% of the 13F portfolio, value $3,616,084.

    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 23,736 shares
    Change vs previous 13F -4,183 shares

    0.13% of the 13F portfolio, value $3,440,692.

    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 27,919 shares
    Change vs previous 13F +1,664 shares

    0.15% of the 13F portfolio, value $3,920,945.

    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 26,255 shares
    Change vs previous 13F -2,184 shares

    0.16% of the 13F portfolio, value $3,466,711.

    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 28,439 shares
    Change vs previous 13F +349 shares

    0.21% of the 13F portfolio, value $4,264,145.

    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 28,090 shares
    Change vs previous 13F +5,547 shares

    0.2% of the 13F portfolio, value $4,232,883.

    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 22,543 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,833,438.

    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).