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Disclosery

Johnson Financial Group, Inc.: PM position timeline

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

Johnson Financial Group, Inc. held 13,486 PM 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 13,486 shares
    Change vs previous 13F +2,450 shares

    0.08% of the 13F portfolio, value $2,459,578.

    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 11,036 shares
    Change vs previous 13F -372 shares

    0.07% of the 13F portfolio, value $1,840,916.

    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 11,408 shares
    Change vs previous 13F -999 shares

    0.07% of the 13F portfolio, value $1,846,527.

    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 12,407 shares
    Change vs previous 13F +1,399 shares

    0.08% of the 13F portfolio, value $2,012,416.

    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 11,008 shares
    Change vs previous 13F +1,213 shares

    0.09% of the 13F portfolio, value $2,019,749.

    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 9,795 shares
    Change vs previous 13F +5,818 shares

    0.08% of the 13F portfolio, value $1,567,985.

    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 3,977 shares
    Change vs previous 13F +235 shares

    0.02% of the 13F portfolio, value $517,806.

    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 3,742 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $459,352.

    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).