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Dogwood Wealth Management LLC: JNJ position timeline

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

Dogwood Wealth Management LLC held 1,639 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,639 shares
    Change vs previous 13F -564 shares

    0.16% of the 13F portfolio, value $416,368.

    13F-HR 0002056922-26-000003 filed by Dogwood Wealth Management 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 2,203 shares
    Change vs previous 13F -211 shares

    0.23% of the 13F portfolio, value $538,493.

    13F-HR 0002056922-26-000002 filed by Dogwood Wealth Management 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 2,414 shares
    Change vs previous 13F -317 shares

    0.22% of the 13F portfolio, value $499,478.

    13F-HR 0002056922-26-000001 filed by Dogwood Wealth Management 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 2,731 shares
    Change vs previous 13F -658 shares

    0.23% of the 13F portfolio, value $506,381.

    13F-HR 0002056922-25-000011 filed by Dogwood Wealth Management 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 3,389 shares
    Change vs previous 13F -1,552 shares

    0.26% of the 13F portfolio, value $528,039.

    13F-HR 0002056922-25-000007 filed by Dogwood Wealth Management 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 4,941 shares
    Change vs previous 13F +717 shares

    0.43% of the 13F portfolio, value $819,394.

    13F-HR 0002056922-25-000006 filed by Dogwood Wealth Management 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 4,224 shares
    Change vs previous 13F +514 shares

    0.32% of the 13F portfolio, value $610,875.

    13F-HR 0002056922-25-000005 filed by Dogwood Wealth Management 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 3,710 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $601,257.

    13F-HR 0002056922-25-000003 filed by Dogwood Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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