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Disclosery

AE Wealth Management LLC: JNJ position timeline

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

AE Wealth Management LLC held 563,184 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 563,184 shares
    Change vs previous 13F +15,878 shares

    0.67% of the 13F portfolio, value $143,031,743.

    13F-HR 0001697723-26-000007 filed by AE 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 ended2026-03-31
    13F 547,306 shares
    Change vs previous 13F +57,171 shares

    0.72% of the 13F portfolio, value $133,783,723.

    13F-HR 0001697723-26-000006 filed by AE 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 ended2025-12-31
    13F 490,135 shares
    Change vs previous 13F +8,706 shares

    0.58% of the 13F portfolio, value $101,433,358.

    13F-HR 0001697723-26-000001 filed by AE 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 ended2025-09-30
    13F 481,429 shares
    Change vs previous 13F +50,030 shares

    0.57% of the 13F portfolio, value $89,266,568.

    13F-HR 0001697723-25-000007 filed by AE 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 ended2025-06-30
    13F 431,399 shares
    Change vs previous 13F +15,042 shares

    0.48% of the 13F portfolio, value $65,896,477.

    13F-HR 0001697723-25-000004 filed by AE 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 ended2025-03-31
    13F 416,357 shares
    Change vs previous 13F +28,219 shares

    0.58% of the 13F portfolio, value $69,048,546.

    13F-HR 0001697723-25-000003 filed by AE 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 ended2024-12-31
    13F 388,138 shares
    Change vs previous 13F +48,417 shares

    0.48% of the 13F portfolio, value $56,132,306.

    13F-HR 0001697723-25-000001 filed by AE 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 ended2024-09-30
    13F 339,721 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $55,055,000.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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