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BEACON FINANCIAL PLANNING, INC: JNJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEACON FINANCIAL PLANNING, INC on JNJ, newest first. How the timeline and the estimate are built.

BEACON FINANCIAL PLANNING, INC held 4,606 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,606 shares
    Change vs previous 13F -105 shares

    0.4% of the 13F portfolio, value $1,169,863.

    13F-HR 0001951757-26-001104 filed by BEACON FINANCIAL 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 4,711 shares
    Change vs previous 13F +113 shares

    0.45% of the 13F portfolio, value $1,151,458.

    13F-HR 0001951757-26-000700 filed by BEACON FINANCIAL 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 4,598 shares
    Change vs previous 13F +3 shares

    0.46% of the 13F portfolio, value $951,617.

    13F-HR 0001951757-26-000272 filed by BEACON FINANCIAL 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 4,595 shares
    Change vs previous 13F +13 shares

    0.44% of the 13F portfolio, value $851,925.

    13F-HR 0001951757-25-001191 filed by BEACON FINANCIAL 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 4,582 shares
    Change vs previous 13F +4 shares

    0.39% of the 13F portfolio, value $699,969.

    13F-HR 0001951757-25-000837 filed by BEACON FINANCIAL 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 4,578 shares
    Change vs previous 13F -1,032 shares

    0.44% of the 13F portfolio, value $759,292.

    13F-HR 0001951757-25-000450 filed by BEACON FINANCIAL 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 5,610 shares
    Change vs previous 13F +4 shares

    0.47% of the 13F portfolio, value $811,313.

    13F-HR 0001951757-25-000132 filed by BEACON FINANCIAL PLANNING, INC
    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 5,606 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $908,515.

    13F-HR 0001951757-24-001110 filed by BEACON FINANCIAL PLANNING, INC
    Filed (acceptance time not in the bulk data set), ingested

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