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Disclosery

Caldwell Trust Co: JNJ position timeline

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

Caldwell Trust Co held 56,485 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,485 shares
    Change vs previous 13F -1,596 shares

    1.16% of the 13F portfolio, value $14,345,496.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 58,081 shares
    Change vs previous 13F +44 shares

    1.27% of the 13F portfolio, value $14,197,320.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 58,037 shares
    Change vs previous 13F -1,359 shares

    1.07% of the 13F portfolio, value $12,010,757.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 59,396 shares
    Change vs previous 13F +139 shares

    1.03% of the 13F portfolio, value $11,013,206.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 59,257 shares
    Change vs previous 13F +565 shares

    0.91% of the 13F portfolio, value $9,051,507.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 58,692 shares
    Change vs previous 13F -3,489 shares

    1.04% of the 13F portfolio, value $9,733,481.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 62,181 shares
    Change vs previous 13F -1,912 shares

    0.94% of the 13F portfolio, value $8,992,616.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 64,093 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $10,386,912.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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