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Disclosery

Asset Planning,Inc: JNJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Asset Planning,Inc on JNJ, newest first. How the timeline and the estimate are built.

Asset Planning,Inc held 4,722 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,722 shares
    Change vs previous 13F -274 shares

    0.78% of the 13F portfolio, value $1,199,282.

    13F-HR 0002048547-26-000003 filed by Asset Planning,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 4,996 shares
    Change vs previous 13F +16 shares

    0.87% of the 13F portfolio, value $1,221,276.

    13F-HR 0002048547-26-000002 filed by Asset Planning,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 4,980 shares
    Change vs previous 13F +34 shares

    0.72% of the 13F portfolio, value $1,030,693.

    13F-HR 0002048547-26-000001 filed by Asset Planning,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 4,946 shares
    Change vs previous 13F -232 shares

    0.66% of the 13F portfolio, value $917,021.

    13F-HR 0002048547-25-000007 filed by Asset Planning,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 5,178 shares
    Change vs previous 13F -240 shares

    0.6% of the 13F portfolio, value $790,900.

    13F-HR 0002048547-25-000003 filed by Asset Planning,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 5,418 shares
    Change vs previous 13F -79 shares

    0.7% of the 13F portfolio, value $898,540.

    13F-HR 0002048547-25-000002 filed by Asset Planning,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 5,497 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $795,027.

    13F-HR 0002048547-25-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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