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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

  1. period ended2026-06-30
    13F 300,713 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 303,233 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 296,444 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 281,106 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 256,200 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 273,134 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 207,479 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 204,019 shares
    Change 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), ingested

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