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Disclosery

Annex Advisory Services, LLC: JNJ position timeline

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

Annex Advisory Services, LLC held 28,619 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,619 shares
    Change vs previous 13F -5,431 shares

    0.12% of the 13F portfolio, value $7,268,344.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, 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 34,050 shares
    Change vs previous 13F +656 shares

    0.16% of the 13F portfolio, value $8,323,224.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, 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 33,394 shares
    Change vs previous 13F +394 shares

    0.13% of the 13F portfolio, value $6,910,850.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, 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 33,000 shares
    Change vs previous 13F -795 shares

    0.13% of the 13F portfolio, value $6,118,855.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, 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 33,795 shares
    Change vs previous 13F +357 shares

    0.12% of the 13F portfolio, value $5,162,241.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, 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 33,438 shares
    Change vs previous 13F +1,735 shares

    0.16% of the 13F portfolio, value $5,545,409.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, 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 31,703 shares
    Change vs previous 13F +811 shares

    0.14% of the 13F portfolio, value $4,584,832.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, 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 30,892 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,006,291.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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