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Heartwood Wealth Advisors LLC: JNJ position timeline

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

Heartwood Wealth Advisors LLC held 12,000 JNJ shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,000 shares
    Change vs previous 13F -229 shares

    0.25% of the 13F portfolio, value $3,176,880.

    13F-HR 0001794935-26-000014 filed by Heartwood Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,229 shares
    Change vs previous 13F +775 shares

    0.24% of the 13F portfolio, value $3,105,799.

    13F-HR 0001794935-26-000012 filed by Heartwood 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 ended2026-03-31
    13F 11,454 shares
    Change vs previous 13F -796 shares

    0.24% of the 13F portfolio, value $2,799,816.

    13F-HR 0001794935-26-000011 filed by Heartwood 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 ended2025-12-31
    13F 12,250 shares
    Change vs previous 13F +388 shares

    0.23% of the 13F portfolio, value $2,535,138.

    13F-HR 0001794935-26-000010 filed by Heartwood 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 ended2025-09-30
    13F 11,862 shares
    Change vs previous 13F +441 shares

    0.21% of the 13F portfolio, value $2,199,452.

    13F-HR 0001794935-25-000007 filed by Heartwood 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 ended2025-06-30
    13F 11,421 shares
    Change vs previous 13F +352 shares

    0.18% of the 13F portfolio, value $1,744,558.

    13F-HR 0001794935-25-000005 filed by Heartwood 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 ended2025-03-31
    13F 11,069 shares
    Change vs previous 13F +1,307 shares

    0.21% of the 13F portfolio, value $1,835,683.

    13F-HR 0001794935-25-000003 filed by Heartwood 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 ended2024-12-31
    13F 9,762 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,411,780.

    13F-HR 0001794935-25-000002 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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