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Clearstead Advisors, LLC: JNJ position timeline

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

Clearstead Advisors, LLC held 234,177 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 234,177 shares
    Change vs previous 13F -27,959 shares

    0.56% of the 13F portfolio, value $59,474,100.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    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 262,136 shares
    Change vs previous 13F +26,626 shares

    0.59% of the 13F portfolio, value $64,076,508.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 235,510 shares
    Change vs previous 13F -610 shares

    0.62% of the 13F portfolio, value $48,738,982.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 236,120 shares
    Change vs previous 13F -2,518 shares

    0.64% of the 13F portfolio, value $43,781,525.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 238,638 shares
    Change vs previous 13F -2,511 shares

    0.51% of the 13F portfolio, value $36,451,967.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    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 241,149 shares
    Change vs previous 13F +15,258 shares

    0.62% of the 13F portfolio, value $39,992,025.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 225,891 shares
    Change vs previous 13F -12,623 shares

    0.5% of the 13F portfolio, value $32,668,418.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 238,514 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $38,653,559.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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