Skip to content
Disclosery

Evergreen Wealth Management, LLC: JNJ position timeline

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

Evergreen Wealth Management, LLC held 7,848 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,848 shares
    Change vs previous 13F +93 shares

    0.93% of the 13F portfolio, value $1,993,240.

    13F-HR 0002085853-26-000919 filed by Evergreen 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 7,755 shares
    Change vs previous 13F -12,160 shares

    0.98% of the 13F portfolio, value $1,895,634.

    13F-HR 0002085853-26-000553 filed by Evergreen 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 19,915 shares
    Change vs previous 13F -11 shares

    2.08% of the 13F portfolio, value $4,121,448.

    13F-HR 0002085853-26-000211 filed by Evergreen 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 19,926 shares
    Change vs previous 13F -1,729 shares

    1.94% of the 13F portfolio, value $3,694,610.

    13F-HR 0002085853-25-000212 filed by Evergreen 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 21,655 shares
    Change vs previous 13F -672 shares

    1.86% of the 13F portfolio, value $3,307,734.

    13F-HR 0001667731-25-001042 filed by Evergreen 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 22,327 shares
    Change vs previous 13F +333 shares

    2.21% of the 13F portfolio, value $3,702,634.

    13F-HR 0001667731-25-000590 filed by Evergreen 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 21,994 shares
    Change vs previous 13F -2,623 shares

    1.88% of the 13F portfolio, value $3,180,837.

    13F-HR 0001667731-25-000193 filed by Evergreen 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 24,617 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $3,989,506.

    13F-HR 0001965292-24-000004 filed by Evergreen Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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