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Disclosery

Johnson Financial Group, Inc.: USMV position timeline

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

Johnson Financial Group, Inc. held 31,908 USMV 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 31,908 shares
    Change vs previous 13F -900 shares

    0.1% of the 13F portfolio, value $3,077,847.

    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 32,808 shares
    Change vs previous 13F -800 shares

    0.11% of the 13F portfolio, value $3,042,615.

    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 33,608 shares
    Change vs previous 13F -277 shares

    0.12% of the 13F portfolio, value $3,164,530.

    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 33,885 shares
    Change vs previous 13F +3,452 shares

    0.12% of the 13F portfolio, value $3,223,820.

    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 30,433 shares
    Change vs previous 13F -888 shares

    0.13% of the 13F portfolio, value $2,856,747.

    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 31,321 shares
    Change vs previous 13F -1,073 shares

    0.14% of the 13F portfolio, value $2,933,525.

    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 32,394 shares
    Change vs previous 13F -998 shares

    0.14% of the 13F portfolio, value $2,978,629.

    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 33,392 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,049,024.

    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).