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Disclosery

Johnson Financial Group, Inc.: WMT position timeline

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

Johnson Financial Group, Inc. held 41,196 WMT 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 41,196 shares
    Change vs previous 13F -5,557 shares

    0.15% of the 13F portfolio, value $4,665,859.

    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 46,753 shares
    Change vs previous 13F -957 shares

    0.21% of the 13F portfolio, value $5,821,457.

    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 47,710 shares
    Change vs previous 13F -19,902 shares

    0.2% of the 13F portfolio, value $5,322,927.

    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 67,612 shares
    Change vs previous 13F -9,950 shares

    0.26% of the 13F portfolio, value $6,968,093.

    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 77,562 shares
    Change vs previous 13F -1,521 shares

    0.34% of the 13F portfolio, value $7,584,013.

    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 79,083 shares
    Change vs previous 13F -601 shares

    0.34% of the 13F portfolio, value $6,961,000.

    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 79,684 shares
    Change vs previous 13F -4,165 shares

    0.37% of the 13F portfolio, value $7,821,783.

    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 83,849 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $6,770,808.

    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).