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Cyndeo Wealth Partners, LLC: JNJ position timeline

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

Cyndeo Wealth Partners, LLC held 78,287 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,287 shares
    Change vs previous 13F -3,056 shares

    0.94% of the 13F portfolio, value $19,882,488.

    13F-HR 0001950947-26-000003 filed by Cyndeo Wealth Partners, 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 81,343 shares
    Change vs previous 13F -48,688 shares

    1.05% of the 13F portfolio, value $19,883,545.

    13F-HR 0001950947-26-000002 filed by Cyndeo Wealth Partners, 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 130,031 shares
    Change vs previous 13F +26,199 shares

    1.45% of the 13F portfolio, value $26,909,959.

    13F-HR 0001950947-26-000001 filed by Cyndeo Wealth Partners, 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 103,832 shares
    Change vs previous 13F +40,238 shares

    1.07% of the 13F portfolio, value $19,252,570.

    13F-HR 0001950947-25-000006 filed by Cyndeo Wealth Partners, 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 63,594 shares
    Change vs previous 13F +1,753 shares

    0.58% of the 13F portfolio, value $9,713,952.

    13F-HR 0001950947-25-000004 filed by Cyndeo Wealth Partners, 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 61,841 shares
    Change vs previous 13F -344 shares

    0.67% of the 13F portfolio, value $10,255,634.

    13F-HR 0001950947-25-000002 filed by Cyndeo Wealth Partners, 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 62,185 shares
    Change vs previous 13F +2,329 shares

    0.61% of the 13F portfolio, value $8,993,261.

    13F-HR 0001950947-25-000001 filed by Cyndeo Wealth Partners, 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 59,856 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $9,700,335.

    13F-HR 0001950947-24-000004 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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