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Disclosery

Clearstead Trust, LLC: JNJ position timeline

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

Clearstead Trust, LLC held 25,970 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 25,970 shares
    Change vs previous 13F -560 shares

    0.86% of the 13F portfolio, value $6,595,629.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 26,530 shares
    Change vs previous 13F +110 shares

    1.06% of the 13F portfolio, value $6,484,951.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 26,420 shares
    Change vs previous 13F -985 shares

    0.86% of the 13F portfolio, value $5,467,622.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 27,405 shares
    Change vs previous 13F +261 shares

    0.87% of the 13F portfolio, value $5,081,424.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 27,144 shares
    Change vs previous 13F +9 shares

    0.78% of the 13F portfolio, value $4,146,318.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 27,135 shares
    Change vs previous 13F -447 shares

    1% of the 13F portfolio, value $4,499,987.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 27,582 shares
    Change vs previous 13F -892 shares

    0.86% of the 13F portfolio, value $3,988,919.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 28,474 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $4,614,471.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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