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Avitas Wealth Management LLC: JNJ position timeline

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

Avitas Wealth Management LLC held 30,181 JNJ shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 30,181 shares
    Change vs previous 13F +182 shares

    0.6% of the 13F portfolio, value $4,364,776.

    13F-HR 0001734565-25-000001 filed by Avitas 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 ended2024-09-30
    13F 29,999 shares
    Change vs previous 13F +371 shares

    0.68% of the 13F portfolio, value $4,861,638.

    13F-HR 0001734565-24-000007 filed by Avitas 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 ended2024-06-30
    13F 29,628 shares
    Change vs previous 13F -6,530 shares

    0.63% of the 13F portfolio, value $4,330,428.

    13F-HR 0001734565-24-000004 filed by Avitas 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 ended2024-03-31
    13F 36,158 shares
    Change vs previous 13F +437 shares

    0.87% of the 13F portfolio, value $5,719,834.

    13F-HR 0001734565-24-000003 filed by Avitas 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 ended2023-12-31
    13F 35,721 shares
    Change vs previous 13F +1,148 shares

    0.94% of the 13F portfolio, value $5,598,910.

    13F-HR 0001734565-24-000001 filed by Avitas 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 ended2023-09-30
    13F 34,573 shares
    Change vs previous 13F -272 shares

    1.02% of the 13F portfolio, value $5,384,745.

    13F-HR 0001734565-23-000005 filed by Avitas 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 ended2023-06-30
    13F 34,845 shares
    Change vs previous 13F +203 shares

    1.04% of the 13F portfolio, value $5,767,544.

    13F-HR 0001734565-23-000004 filed by Avitas 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 ended2023-03-31
    13F 34,642 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $5,369,510.

    13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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