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Atria Wealth Solutions, Inc.: JNJ position timeline

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

Atria Wealth Solutions, Inc. held 80,696 JNJ shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 80,696 shares
    Change vs previous 13F -76,662 shares

    0.28% of the 13F portfolio, value $12,386,232.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 157,358 shares
    Change vs previous 13F -5,424 shares

    0.31% of the 13F portfolio, value $26,096,016.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 162,782 shares
    Change vs previous 13F +2,784 shares

    0.26% of the 13F portfolio, value $23,541,766.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 159,998 shares
    Change vs previous 13F +4,040 shares

    0.28% of the 13F portfolio, value $25,929,167.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 155,958 shares
    Change vs previous 13F -12,249 shares

    0.25% of the 13F portfolio, value $22,794,884.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 168,207 shares
    Change vs previous 13F +5,360 shares

    0.3% of the 13F portfolio, value $26,608,764.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 162,847 shares
    Change vs previous 13F +4,497 shares

    0.32% of the 13F portfolio, value $25,524,701.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 158,350 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $24,662,948.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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