CapWealth Advisors, LLC: JNJ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CapWealth Advisors, LLC on JNJ, newest first. How the timeline and the estimate are built.
CapWealth Advisors, LLC held 136,910 JNJ shares at 2026-09-30 per its 13F-HR filed 2026-10-05.
the latest 13F is the newest step
- period ended2026-09-3013F 136,910 sharesChange vs previous 13F -167 shares
2.74% of the 13F portfolio, value $36,245,606.
13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
Accepted , ingested - period ended2026-06-3013F 137,077 sharesChange vs previous 13F +5 shares
2.39% of the 13F portfolio, value $34,813,550.
13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 137,072 sharesChange vs previous 13F -2,538 shares
2.49% of the 13F portfolio, value $33,505,972.
13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 139,610 sharesChange vs previous 13F +632 shares
1.98% of the 13F portfolio, value $28,892,389.
13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 138,978 sharesChange vs previous 13F +53 shares
1.77% of the 13F portfolio, value $25,769,343.
13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 138,925 sharesChange vs previous 13F -7,153 shares
2.09% of the 13F portfolio, value $21,220,740.
13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 146,078 sharesChange vs previous 13F +8,829 shares
2.63% of the 13F portfolio, value $24,225,533.
13F-HR 0001531809-25-000002 filed by CapWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 137,249 sharesChange vs previous 13F not available
2.19% of the 13F portfolio, value $19,848,980.
13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).