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Burt Wealth Advisors: JNJ position timeline

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

Burt Wealth Advisors held 12,753 JNJ shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 12,753 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $2,364,678.

    13F-HR 0001705819-25-000078 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 12,753 shares
    Change vs previous 13F -25 shares

    0.45% of the 13F portfolio, value $1,948,006.

    13F-HR 0001705819-25-000043 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 12,778 shares
    Change vs previous 13F +381 shares

    0.53% of the 13F portfolio, value $2,119,054.

    13F-HR 0001705819-25-000026 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 12,397 shares
    Change vs previous 13F -521 shares

    0.46% of the 13F portfolio, value $1,792,785.

    13F-HR 0001705819-25-000020 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 12,918 shares
    Change vs previous 13F +43 shares

    0.52% of the 13F portfolio, value $2,093,543.

    13F-HR 0001705819-24-000063 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 12,875 shares
    Change vs previous 13F -1,719 shares

    0.5% of the 13F portfolio, value $1,881,830.

    13F-HR 0001705819-24-000038 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 14,594 shares
    Change vs previous 13F +1,940 shares

    0.59% of the 13F portfolio, value $2,308,615.

    13F-HR 0001705819-24-000024 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 12,654 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,983,350.

    13F-HR 0001705819-24-000013 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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