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Disclosery

Heritage Trust Co: JNJ position timeline

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

Heritage Trust Co held 170,585 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 170,585 shares
    Change vs previous 13F +43 shares

    3.75% of the 13F portfolio, value $43,323,483.

    13F-HR 0001706028-26-000006 filed by Heritage Trust Co
    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 170,542 shares
    Change vs previous 13F -1,237 shares

    4.18% of the 13F portfolio, value $41,687,282.

    13F-HR 0001706028-26-000004 filed by Heritage Trust Co
    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 171,779 shares
    Change vs previous 13F -744 shares

    3.62% of the 13F portfolio, value $35,549,703.

    13F-HR 0001706028-26-000002 filed by Heritage Trust Co
    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 172,523 shares
    Change vs previous 13F +330 shares

    3.39% of the 13F portfolio, value $31,989,224.

    13F-HR 0001706028-25-000005 filed by Heritage Trust Co
    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 172,193 shares
    Change vs previous 13F +3,556 shares

    3.04% of the 13F portfolio, value $26,302,565.

    13F-HR 0001625292-25-000011 filed by Heritage Trust Co
    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 168,637 shares
    Change vs previous 13F -1,483 shares

    3.39% of the 13F portfolio, value $27,966,764.

    13F-HR 0001625292-25-000007 filed by Heritage Trust Co
    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 170,120 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $24,602,764.

    13F-HR 0001706028-25-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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