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Avior Wealth Management, LLC: JNJ position timeline

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

Avior Wealth Management, LLC held 24,324 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,324 shares
    Change vs previous 13F -4,587 shares

    0.16% of the 13F portfolio, value $6,177,587.

    13F-HR 0001754960-26-000402 filed by Avior 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 28,911 shares
    Change vs previous 13F -2,608 shares

    0.2% of the 13F portfolio, value $7,067,090.

    13F-HR 0001754960-26-000212 filed by Avior 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 31,519 shares
    Change vs previous 13F +343 shares

    0.2% of the 13F portfolio, value $6,522,925.

    13F-HR 0001754960-26-000005 filed by Avior 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 31,176 shares
    Change vs previous 13F +767 shares

    0.19% of the 13F portfolio, value $5,780,726.

    13F-HR 0001754960-25-000798 filed by Avior 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 30,409 shares
    Change vs previous 13F +2,510 shares

    0.16% of the 13F portfolio, value $4,645,005.

    13F-HR 0001754960-25-000419 filed by Avior 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 27,899 shares
    Change vs previous 13F -7,213 shares

    0.18% of the 13F portfolio, value $4,626,850.

    13F-HR 0001754960-25-000218 filed by Avior 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 35,112 shares
    Change vs previous 13F -4,002 shares

    0.19% of the 13F portfolio, value $5,078,007.

    13F-HR 0001599868-25-000001 filed by Avior 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 39,114 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,338,820.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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