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Disclosery

CIC Wealth, LLC: JNJ position timeline

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

CIC Wealth, LLC held 20,556 JNJ shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 20,556 shares
    Change vs previous 13F +374 shares

    0.86% of the 13F portfolio, value $3,331,302.

    13F-HR 0001951757-24-001188 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 20,182 shares
    Change vs previous 13F -953 shares

    0.81% of the 13F portfolio, value $2,949,735.

    13F-HR 0001951757-24-000490 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 21,135 shares
    Change vs previous 13F -836 shares

    0.97% of the 13F portfolio, value $3,343,413.

    13F-HR 0001951757-24-000270 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 21,971 shares
    Change vs previous 13F -1,872 shares

    1.09% of the 13F portfolio, value $3,443,755.

    13F-HR 0001951757-24-000009 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 23,843 shares
    Change vs previous 13F -159 shares

    1.33% of the 13F portfolio, value $3,713,510.

    13F-HR 0001951757-23-000519 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 24,002 shares
    Change vs previous 13F -1,107 shares

    1.37% of the 13F portfolio, value $3,972,859.

    13F-HR 0001951757-23-000400 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 25,109 shares
    Change vs previous 13F -341 shares

    1.47% of the 13F portfolio, value $3,891,947.

    13F-HR 0001951757-23-000256 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 25,450 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $4,495,671.

    13F-HR 0001965909-23-000001 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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