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Bernzott Capital Advisors: JNJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bernzott Capital Advisors on JNJ, newest first. How the timeline and the estimate are built.

Bernzott Capital Advisors held 22,152 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,152 shares
    Change vs previous 13F -8,242 shares

    2.25% of the 13F portfolio, value $5,625,916.

    13F-HR 0002000324-26-002951 filed by Bernzott Capital Advisors
    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 30,394 shares
    Change vs previous 13F -2,176 shares

    3.56% of the 13F portfolio, value $7,429,478.

    13F-HR 0002000324-26-001790 filed by Bernzott Capital Advisors
    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 32,570 shares
    Change vs previous 13F -699 shares

    3.21% of the 13F portfolio, value $6,740,428.

    13F-HR 0002000324-26-000391 filed by Bernzott Capital Advisors
    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 33,269 shares
    Change vs previous 13F -133 shares

    2.91% of the 13F portfolio, value $6,168,704.

    13F-HR 0002000324-25-004014 filed by Bernzott Capital Advisors
    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 33,402 shares
    Change vs previous 13F -1,079 shares

    2.6% of the 13F portfolio, value $5,102,115.

    13F-HR 0001085146-25-004330 filed by Bernzott Capital Advisors
    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 34,481 shares
    Change vs previous 13F -1,314 shares

    2.82% of the 13F portfolio, value $5,718,368.

    13F-HR 0001085146-25-002588 filed by Bernzott Capital Advisors
    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 35,795 shares
    Change vs previous 13F -3,528 shares

    2.56% of the 13F portfolio, value $5,176,706.

    13F-HR 0001085146-25-000195 filed by Bernzott Capital Advisors
    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 39,323 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $6,372,723.

    13F-HR 0001085146-24-005158 filed by Bernzott Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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