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Disclosery

Heritage Wealth Advisors: JNJ position timeline

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

Heritage Wealth Advisors held 244,804 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 244,804 shares
    Change vs previous 13F -4,253 shares

    2.13% of the 13F portfolio, value $62,172,905.

    13F-HR 0001591122-26-000008 filed by Heritage 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 249,057 shares
    Change vs previous 13F -86,078 shares

    2.38% of the 13F portfolio, value $60,879,486.

    13F-HR 0001591122-26-000003 filed by Heritage 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 335,135 shares
    Change vs previous 13F -2,922 shares

    2.65% of the 13F portfolio, value $69,356,197.

    13F-HR 0001591122-26-000002 filed by Heritage 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 338,057 shares
    Change vs previous 13F +1,446 shares

    2.74% of the 13F portfolio, value $62,682,486.

    13F-HR 0001591122-25-000010 filed by Heritage 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 336,611 shares
    Change vs previous 13F -1,509 shares

    2.44% of the 13F portfolio, value $51,417,284.

    13F-HR 0001591122-25-000007 filed by Heritage 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 338,120 shares
    Change vs previous 13F +11,492 shares

    2.84% of the 13F portfolio, value $56,073,751.

    13F-HR 0001591122-25-000004 filed by Heritage 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 326,628 shares
    Change vs previous 13F +15,778 shares

    2.34% of the 13F portfolio, value $47,237,005.

    13F-HR 0001591122-25-000002 filed by Heritage 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 310,850 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $50,376,421.

    13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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