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Disclosery

Confluence Wealth Services, Inc.: JNJ position timeline

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

Confluence Wealth Services, Inc. held 49,349 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,349 shares
    Change vs previous 13F +7,238 shares

    0.36% of the 13F portfolio, value $12,533,130.

    13F-HR 0001910411-26-000004 filed by Confluence Wealth Services, Inc.
    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 42,111 shares
    Change vs previous 13F +3,368 shares

    0.4% of the 13F portfolio, value $10,293,556.

    13F-HR 0001910411-26-000003 filed by Confluence Wealth Services, Inc.
    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 38,743 shares
    Change vs previous 13F -1,604 shares

    0.33% of the 13F portfolio, value $8,017,798.

    13F-HR 0001910411-26-000002 filed by Confluence Wealth Services, Inc.
    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 40,347 shares
    Change vs previous 13F +80 shares

    0.37% of the 13F portfolio, value $7,481,069.

    13F-HR 0001910411-25-000006 filed by Confluence Wealth Services, Inc.
    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 40,267 shares
    Change vs previous 13F -943 shares

    0.34% of the 13F portfolio, value $6,150,781.

    13F-HR 0001910411-25-000004 filed by Confluence Wealth Services, Inc.
    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 41,210 shares
    Change vs previous 13F +1,695 shares

    0.4% of the 13F portfolio, value $6,403,101.

    13F-HR 0001910411-25-000002 filed by Confluence Wealth Services, Inc.
    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 39,515 shares
    Change vs previous 13F -665 shares

    0.38% of the 13F portfolio, value $5,794,357.

    13F-HR 0001910411-25-000001 filed by Confluence Wealth Services, Inc.
    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 40,180 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $6,511,425.

    13F-HR 0001910411-24-000005 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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