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Disclosery

Concorde Financial Corp: JNJ position timeline

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

Concorde Financial Corp held 27,510 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,510 shares
    Change vs previous 13F +1,086 shares

    5.63% of the 13F portfolio, value $6,986,652.

    13F-HR 0001420506-26-001711 filed by Concorde Financial Corp
    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 26,424 shares
    Change vs previous 13F +377 shares

    5.07% of the 13F portfolio, value $6,459,026.

    13F-HR 0001420506-26-001090 filed by Concorde Financial Corp
    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 26,047 shares
    Change vs previous 13F -3,230 shares

    4.71% of the 13F portfolio, value $6,071,497.

    13F-HR 0001420506-26-000485 filed by Concorde Financial Corp
    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 29,277 shares
    Change vs previous 13F +60 shares

    3.01% of the 13F portfolio, value $5,428,495.

    13F-HR 0001420506-25-003268 filed by Concorde Financial Corp
    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 29,217 shares
    Change vs previous 13F -188 shares

    2.64% of the 13F portfolio, value $4,462,858.

    13F-HR 0001420506-25-002025 filed by Concorde Financial Corp
    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 29,405 shares
    Change vs previous 13F +183 shares

    2.69% of the 13F portfolio, value $4,876,483.

    13F-HR 0001420506-25-001064 filed by Concorde Financial Corp
    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 29,222 shares
    Change vs previous 13F +93 shares

    2.51% of the 13F portfolio, value $4,226,049.

    13F-HR 0001420506-25-000463 filed by Concorde Financial Corp
    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 29,129 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $4,720,605.

    13F-HR 0001420506-24-002474 filed by Concorde Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

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