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Edge Wealth Management LLC: JNJ position timeline

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

Edge Wealth Management LLC held 77,066 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,066 shares
    Change vs previous 13F +55 shares

    3.3% of the 13F portfolio, value $19,572,531.

    13F-HR 0001567163-26-000005 filed by Edge 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 77,011 shares
    Change vs previous 13F -734 shares

    3.22% of the 13F portfolio, value $18,824,567.

    13F-HR 0001567163-26-000003 filed by Edge 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 77,745 shares
    Change vs previous 13F -474 shares

    2.84% of the 13F portfolio, value $16,089,279.

    13F-HR 0001567163-26-000001 filed by Edge 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 78,219 shares
    Change vs previous 13F +148 shares

    2.57% of the 13F portfolio, value $14,503,450.

    13F-HR 0001085146-25-005929 filed by Edge 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 78,071 shares
    Change vs previous 13F -83 shares

    2.29% of the 13F portfolio, value $11,914,383.

    13F-HR 0001085146-25-003784 filed by Edge 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 78,154 shares
    Change vs previous 13F +1,709 shares

    2.63% of the 13F portfolio, value $12,961,121.

    13F-HR 0001085146-25-002050 filed by Edge 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 76,445 shares
    Change vs previous 13F -1,704 shares

    2.24% of the 13F portfolio, value $11,055,424.

    13F-HR 0001085146-25-000220 filed by Edge 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 78,149 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $12,664,784.

    13F-HR 0001085146-24-004911 filed by Edge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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