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Charter Oak Capital Management, LLC: JNJ position timeline

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

Charter Oak Capital Management, LLC held 12,806 JNJ shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 12,806 shares
    Change vs previous 13F -968 shares

    0.24% of the 13F portfolio, value $3,130,340.

    13F-HR 0001810720-26-000004 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 13,774 shares
    Change vs previous 13F +1,347 shares

    0.22% of the 13F portfolio, value $2,850,504.

    13F-HR 0001810720-26-000002 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 12,427 shares
    Change vs previous 13F -453 shares

    0.18% of the 13F portfolio, value $2,304,186.

    13F-HR 0001810720-25-000003 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 12,880 shares
    Change vs previous 13F +182 shares

    0.17% of the 13F portfolio, value $1,967,365.

    13F-HR 0001667731-25-000777 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 12,698 shares
    Change vs previous 13F -232 shares

    0.19% of the 13F portfolio, value $2,105,852.

    13F-HR 0001667731-25-000416 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 12,930 shares
    Change vs previous 13F +1,753 shares

    0.17% of the 13F portfolio, value $1,869,892.

    13F-HR 0001667731-25-000083 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 11,177 shares
    Change vs previous 13F +934 shares

    0.17% of the 13F portfolio, value $1,811,359.

    13F-HR 0001810720-24-000004 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 10,243 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,497,047.

    13F-HR 0001810720-24-000003 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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