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EXENCIAL WEALTH ADVISORS, LLC: JNJ position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 41,920 JNJ shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 41,920 shares
    Change vs previous 13F -1,540 shares

    0.32% of the 13F portfolio, value $10,246,922.

    13F-HR 0001576151-26-000006 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 43,460 shares
    Change vs previous 13F -386 shares

    0.28% of the 13F portfolio, value $8,994,070.

    13F-HR 0001576151-26-000003 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 43,846 shares
    Change vs previous 13F -8,232 shares

    0.26% of the 13F portfolio, value $8,129,985.

    13F-HR 0001576151-25-000022 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 52,078 shares
    Change vs previous 13F +10,264 shares

    0.28% of the 13F portfolio, value $7,954,938.

    13F-HR 0001576151-25-000014 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 41,814 shares
    Change vs previous 13F -2,759 shares

    0.26% of the 13F portfolio, value $6,934,376.

    13F-HR 0001576151-25-000010 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 44,573 shares
    Change vs previous 13F +1,000 shares

    0.24% of the 13F portfolio, value $6,446,101.

    13F-HR 0001576151-25-000004 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 43,573 shares
    Change vs previous 13F -1,548 shares

    0.25% of the 13F portfolio, value $7,061,461.

    13F-HR 0001576151-24-000009 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 45,121 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,594,815.

    13F-HR 0001576151-24-000005 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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