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Disclosery

Johnson Financial Group, Inc.: UL position timeline

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

Johnson Financial Group, Inc. held 491 UL 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 491 shares
    Change vs previous 13F -541 shares

    <0.01% of the 13F portfolio, value $29,519.

    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 1,032 shares
    Change vs previous 13F -61 shares

    <0.01% of the 13F portfolio, value $59,366.

    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 1,093 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $71,483.

    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).