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Disclosery

9258 Wealth Management, LLC: JNJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 9258 Wealth Management, LLC on JNJ, newest first. How the timeline and the estimate are built.

9258 Wealth Management, LLC held 20,383 JNJ shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 20,383 shares
    Change vs previous 13F -640 shares

    0.49% of the 13F portfolio, value $3,303,197.

    13F-HR 0001765380-24-000439 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 21,023 shares
    Change vs previous 13F -1,109 shares

    0.47% of the 13F portfolio, value $3,072,657.

    13F-HR 0001765380-24-000258 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 22,132 shares
    Change vs previous 13F +98 shares

    0.55% of the 13F portfolio, value $3,500,991.

    13F-HR 0001765380-24-000182 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F/A 22,034 shares
    Change vs previous 13F +443 shares

    0.61% of the 13F portfolio, value $3,453,540.

    13F-HR/A 0001765380-24-000083 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 21,591 shares
    Change vs previous 13F -924 shares

    0.65% of the 13F portfolio, value $3,362,729.

    13F-HR 0001765380-23-000219 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 22,515 shares
    Change vs previous 13F -247 shares

    0.7% of the 13F portfolio, value $3,726,609.

    13F-HR 0001765380-23-000157 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 22,762 shares
    Change vs previous 13F +42 shares

    0.71% of the 13F portfolio, value $3,528,041.

    13F-HR 0001765380-23-000081 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-12-31
    13F 22,720 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $4,013,410.

    13F-HR 0001765380-23-000003 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).