HB Wealth Management, LLC: JNJ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on JNJ, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 300,713 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 300,713 sharesChange vs previous 13F -2,520 shares
0.43% of the 13F portfolio, value $76,372,269.
13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 303,233 sharesChange vs previous 13F +6,789 shares
0.48% of the 13F portfolio, value $74,122,447.
13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 296,444 sharesChange vs previous 13F +15,338 shares
0.4% of the 13F portfolio, value $61,349,127.
13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 281,106 sharesChange vs previous 13F +24,906 shares
0.35% of the 13F portfolio, value $52,122,752.
13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 256,200 sharesChange vs previous 13F -16,934 shares
0.31% of the 13F portfolio, value $39,134,553.
13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 273,134 sharesChange vs previous 13F +65,655 shares
0.38% of the 13F portfolio, value $45,296,674.
13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 207,479 sharesChange vs previous 13F +3,460 shares
0.31% of the 13F portfolio, value $30,003,082.
13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 204,019 sharesChange vs previous 13F not available
0.36% of the 13F portfolio, value $33,063,376.
13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).