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Disclosery

Johnson Financial Group, Inc.: XLG position timeline

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

Johnson Financial Group, Inc. held 2,255,508 XLG 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 2,255,508 shares
    Change vs previous 13F +183,832 shares

    4.54% of the 13F portfolio, value $138,104,735.

    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 2,071,676 shares
    Change vs previous 13F +53,884 shares

    4.09% of the 13F portfolio, value $113,009,929.

    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 2,017,792 shares
    Change vs previous 13F -28,073 shares

    4.48% of the 13F portfolio, value $119,614,710.

    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 2,045,865 shares
    Change vs previous 13F +304,958 shares

    4.42% of the 13F portfolio, value $117,678,145.

    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 1,740,907 shares
    Change vs previous 13F +27,939 shares

    4.08% of the 13F portfolio, value $90,701,279.

    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 1,712,968 shares
    Change vs previous 13F +50,297 shares

    3.86% of the 13F portfolio, value $78,830,772.

    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 1,662,671 shares
    Change vs previous 13F -71,224 shares

    3.99% of the 13F portfolio, value $84,447,052.

    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 1,733,895 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $82,412,020.

    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).