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BerganKDV Wealth Management, LLC: JNJ position timeline

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

BerganKDV Wealth Management, LLC held 46,451 JNJ shares at 2023-06-30 per its 13F-HR filed 2023-07-24.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 46,451 shares
    Change vs previous 13F +606 shares

    0.77% of the 13F portfolio, value $7,688,619.

    13F-HR 0001660203-23-000004 filed by BerganKDV 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 ended2023-03-31
    13F 45,845 shares
    Change vs previous 13F +933 shares

    0.73% of the 13F portfolio, value $7,105,924.

    13F-HR 0001660203-23-000003 filed by BerganKDV 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 ended2022-12-31
    13F 44,912 shares
    Change vs previous 13F +1,904 shares

    0.86% of the 13F portfolio, value $7,933,762.

    13F-HR 0001660203-23-000001 filed by BerganKDV 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 ended2022-09-30
    13F 43,008 shares
    Change vs previous 13F +2,903 shares

    0.84% of the 13F portfolio, value $7,026,000.

    13F-HR 0001660203-22-000005 filed by BerganKDV 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 ended2022-06-30
    13F 40,105 shares
    Change vs previous 13F +1,802 shares

    0.82% of the 13F portfolio, value $7,119,000.

    13F-HR 0001660203-22-000004 filed by BerganKDV 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 ended2022-03-31
    13F 38,303 shares
    Change vs previous 13F +1,634 shares

    0.73% of the 13F portfolio, value $6,788,000.

    13F-HR 0001660203-22-000003 filed by BerganKDV 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 ended2021-12-31
    13F 36,669 shares
    Change vs previous 13F -4,349 shares

    0.66% of the 13F portfolio, value $6,273,000.

    13F-HR 0001660203-22-000001 filed by BerganKDV 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 ended2021-09-30
    13F 41,018 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $6,624,000.

    13F-HR 0001660203-21-000005 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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