Avantax Planning Partners, Inc.: JNJ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on JNJ, newest first. How the timeline and the estimate are built.
Avantax Planning Partners, Inc. held 45,393 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 45,393 sharesChange vs previous 13F +1,438 shares
0.29% of the 13F portfolio, value $11,528,400.
13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 43,955 sharesChange vs previous 13F -4,500 shares
0.29% of the 13F portfolio, value $10,744,288.
13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 48,455 sharesChange vs previous 13F -442 shares
0.28% of the 13F portfolio, value $10,027,808.
13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 48,897 sharesChange vs previous 13F +1,628 shares
0.26% of the 13F portfolio, value $9,066,574.
13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 47,269 sharesChange vs previous 13F +2,314 shares
0.23% of the 13F portfolio, value $7,220,295.
13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 44,955 sharesChange vs previous 13F +1,717 shares
0.26% of the 13F portfolio, value $7,455,386.
13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 43,238 sharesChange vs previous 13F +115 shares
0.23% of the 13F portfolio, value $6,253,119.
13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 43,123 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $6,988,437.
13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).