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Disclosery

Holistic Financial Partners: JNJ position timeline

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

Holistic Financial Partners held 2,981 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,981 shares
    Change vs previous 13F -1,395 shares

    0.46% of the 13F portfolio, value $757,195.

    13F-HR 0001765380-26-000225 filed by Holistic Financial Partners
    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 4,376 shares
    Change vs previous 13F +229 shares

    0.4% of the 13F portfolio, value $1,069,763.

    13F-HR 0001729304-26-000003 filed by Holistic Financial Partners
    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 4,147 shares
    Change vs previous 13F +424 shares

    0.31% of the 13F portfolio, value $858,305.

    13F-HR 0001729304-26-000001 filed by Holistic Financial Partners
    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 3,723 shares
    Change vs previous 13F +342 shares

    0.28% of the 13F portfolio, value $690,363.

    13F-HR 0001729304-25-000003 filed by Holistic Financial Partners
    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 3,381 shares
    Change vs previous 13F -73 shares

    0.23% of the 13F portfolio, value $516,433.

    13F-HR 0001765380-25-000285 filed by Holistic Financial Partners
    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 3,454 shares
    Change vs previous 13F +162 shares

    0.28% of the 13F portfolio, value $572,879.

    13F-HR 0001765380-25-000171 filed by Holistic Financial Partners
    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 3,292 shares
    Change vs previous 13F -306 shares

    0.24% of the 13F portfolio, value $476,103.

    13F-HR 0001765380-25-000036 filed by Holistic Financial Partners
    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 3,598 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $583,030.

    13F-HR 0001765380-24-000410 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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