Current Market Value 1,055,105,458
Current Holdings 77
Most Recent File Date 2025-08-11
Total Filings on Record 34
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Johnson Financial Group, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-11 2025-06-30 13F-HR 77 1,055,105
2025-05-12 2025-03-31 13F-HR 99 947,613
2025-02-04 2024-12-31 13F-HR 50 854,001
2024-10-30 2024-09-30 13F-HR 45 822,794
2024-08-01 2024-06-30 13F-HR 41 764,726
2024-05-10 2024-03-31 13F-HR 37 792,324
2024-02-06 2023-12-31 13F-HR 46 781,301
2023-11-07 2023-09-30 13F-HR 39 700,109
2023-07-31 2023-06-30 13F-HR 39 731,930
2023-05-09 2023-03-31 13F-HR 35 665,699
2023-02-01 2022-12-31 13F-HR 38 584,099
2022-11-10 2022-09-30 13F-HR 49 730,725
2022-08-11 2022-06-30 13F-HR 50 492,102
2022-05-06 2022-03-31 13F-HR 47 596,440
2022-02-11 2021-12-31 13F-HR 73 616,883
2021-11-15 2021-09-30 13F-HR 74 514,216
2021-08-12 2021-06-30 13F-HR 82 515,113
2021-05-12 2021-03-31 13F-HR 67 429,409
2021-02-03 2020-12-31 13F-HR 33 368,793
2020-11-03 2020-09-30 13F-HR 25 255,697
2020-08-13 2020-06-30 13F-HR 25 276,195
2020-05-12 2020-03-31 13F-HR 24 130,133
2020-02-06 2019-12-31 13F-HR 19 150,596
2019-11-13 2019-09-30 13F-HR 18 145,230
2019-08-01 2019-06-30 13F-HR 20 157,902
2019-05-14 2019-03-31 13F-HR 24 129,899
2019-02-14 2018-12-31 13F-HR 36 185,480
2018-05-15 2018-03-31 13F-HR 67 121,690
2018-02-14 2017-12-31 13F-HR 82 132,936
2017-11-09 2017-09-30 13F-HR 74 120,121
2017-11-03 2017-06-30 13F-HR/A 1 R 67 118,776
2017-07-19 2017-06-30 13F-HR 67 118,776
2017-05-11 2017-03-31 13F-HR 66 87,818
2017-05-11 2016-12-31 13F-HR 95 124,839