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Disclosery

Heritage Wealth Management, Inc.: JNJ position timeline

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

Heritage Wealth Management, Inc. held 26,961 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,961 shares
    Change vs previous 13F +26,961 shares

    1.71% of the 13F portfolio, value $6,847,300.

    13F-HR 0001944755-26-000003 filed by Heritage Wealth Management, Inc.
    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 0 shares
    Change vs previous 13F -27,244 shares

    13F-HR 0001944755-26-000002 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 27,244 shares
    Change vs previous 13F -137 shares

    1.57% of the 13F portfolio, value $5,638,122.

    13F-HR 0001944755-26-000001 filed by Heritage Wealth Management, Inc.
    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 27,381 shares
    Change vs previous 13F -89 shares

    1.49% of the 13F portfolio, value $5,077,025.

    13F-HR 0001944755-25-000006 filed by Heritage Wealth Management, Inc.
    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 27,470 shares
    Change vs previous 13F -1,226 shares

    1.36% of the 13F portfolio, value $4,196,113.

    13F-HR 0001944755-25-000005 filed by Heritage Wealth Management, Inc.
    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 28,696 shares
    Change vs previous 13F -674 shares

    1.62% of the 13F portfolio, value $4,758,879.

    13F-HR 0001944755-25-000002 filed by Heritage Wealth Management, Inc.
    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 29,370 shares
    Change vs previous 13F -1,640 shares

    1.41% of the 13F portfolio, value $4,247,467.

    13F-HR 0001944755-25-000001 filed by Heritage Wealth Management, Inc.
    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 31,010 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $5,025,482.

    13F-HR 0001944755-24-000004 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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