Skip to content

BWM Planning, LLC: JNJ position timeline

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

BWM Planning, LLC held 6,911 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,911 shares
    Change vs previous 13F +474 shares

    0.41% of the 13F portfolio, value $1,755,077.

    13F-HR 0001754960-26-000620 filed by BWM Planning, LLC
    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 6,437 shares
    Change vs previous 13F -51 shares

    0.42% of the 13F portfolio, value $1,573,355.

    13F-HR 0001754960-26-000306 filed by BWM Planning, LLC
    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 6,488 shares
    Change vs previous 13F +205 shares

    0.36% of the 13F portfolio, value $1,342,602.

    13F-HR 0001754960-26-000044 filed by BWM Planning, LLC
    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 6,283 shares
    Change vs previous 13F +134 shares

    0.35% of the 13F portfolio, value $1,164,914.

    13F-HR 0001754960-25-000742 filed by BWM Planning, LLC
    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 6,149 shares
    Change vs previous 13F -441 shares

    0.32% of the 13F portfolio, value $939,194.

    13F-HR 0001754960-25-000568 filed by BWM Planning, LLC
    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 6,590 shares
    Change vs previous 13F -46 shares

    0.46% of the 13F portfolio, value $1,092,814.

    13F-HR 0001085146-25-003157 filed by BWM Planning, LLC
    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 6,636 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $959,636.

    13F-HR 0001085146-25-000408 filed by BWM Planning, LLC
    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 6,636 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,075,360.

    13F-HR 0001085146-24-004738 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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