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Disclosery

HCR Wealth Advisors: JNJ position timeline

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

HCR Wealth Advisors held 12,749 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,749 shares
    Change vs previous 13F +850 shares

    0.29% of the 13F portfolio, value $3,237,992.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 11,899 shares
    Change vs previous 13F +52 shares

    0.3% of the 13F portfolio, value $2,908,609.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 11,847 shares
    Change vs previous 13F +214 shares

    0.24% of the 13F portfolio, value $2,451,780.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 11,633 shares
    Change vs previous 13F +1,341 shares

    0.22% of the 13F portfolio, value $2,163,602.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 10,292 shares
    Change vs previous 13F -435 shares

    0.19% of the 13F portfolio, value $1,572,122.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 10,727 shares
    Change vs previous 13F -953 shares

    0.23% of the 13F portfolio, value $1,779,084.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 11,680 shares
    Change vs previous 13F -178 shares

    0.21% of the 13F portfolio, value $1,689,303.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 11,858 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,921,711.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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