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Icon Wealth Advisors, LLC: JNJ position timeline

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

Icon Wealth Advisors, LLC held 28,114 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,114 shares
    Change vs previous 13F +777 shares

    0.43% of the 13F portfolio, value $7,140,090.

    13F-HR 0001963212-26-000003 filed by Icon Wealth Advisors, LLC
    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 27,337 shares
    Change vs previous 13F -9,876 shares

    0.4% of the 13F portfolio, value $6,215,062.

    13F-HR 0001963212-26-000002 filed by Icon 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 ended2025-12-31
    13F 37,213 shares
    Change vs previous 13F -538 shares

    0.51% of the 13F portfolio, value $7,685,952.

    13F-HR 0001963212-26-000001 filed by Icon 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 ended2025-09-30
    13F 37,751 shares
    Change vs previous 13F +50 shares

    0.47% of the 13F portfolio, value $6,999,744.

    13F-HR 0001963212-25-000007 filed by Icon 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 ended2025-06-30
    13F 37,701 shares
    Change vs previous 13F +3,747 shares

    0.41% of the 13F portfolio, value $5,758,888.

    13F-HR 0001963212-25-000004 filed by Icon 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 ended2025-03-31
    13F 33,954 shares
    Change vs previous 13F +11,221 shares

    0.46% of the 13F portfolio, value $5,631,004.

    13F-HR 0001963212-25-000003 filed by Icon 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 ended2024-12-31
    13F 22,733 shares
    Change vs previous 13F +13,085 shares

    0.27% of the 13F portfolio, value $3,287,666.

    13F-HR 0001963212-25-000002 filed by Icon 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 ended2024-09-30
    13F/A 9,648 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,563,522.

    13F-HR/A 0001963212-24-000008 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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