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Disclosery

Cape Investment Advisory, Inc.: JNJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cape Investment Advisory, Inc. on JNJ, newest first. How the timeline and the estimate are built.

Cape Investment Advisory, Inc. held 4,802 JNJ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,802 shares
    Change vs previous 13F +1,922 shares

    0.33% of the 13F portfolio, value $1,271,379.

    13F-HR 0001944437-26-000005 filed by Cape Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,880 shares
    Change vs previous 13F +201 shares

    0.2% of the 13F portfolio, value $731,509.

    13F-HR 0001944437-26-000004 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,679 shares
    Change vs previous 13F -139 shares

    0.22% of the 13F portfolio, value $654,752.

    13F-HR 0001944437-26-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,818 shares
    Change vs previous 13F +2,029 shares

    0.18% of the 13F portfolio, value $582,683.

    13F-HR 0001944437-26-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 789 shares
    Change vs previous 13F -2,055 shares

    0.14% of the 13F portfolio, value $146,264.

    13F-HR 0001944437-25-000006 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,844 shares
    Change vs previous 13F -1 shares

    0.16% of the 13F portfolio, value $434,401.

    13F-HR 0001944437-25-000005 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,845 shares
    Change vs previous 13F -297 shares

    0.19% of the 13F portfolio, value $471,823.

    13F-HR 0001944437-25-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,142 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $454,349.

    13F-HR 0001944437-25-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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