Skip to content
Disclosery

Invera Wealth Advisors, LLC: JNJ position timeline

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

Invera Wealth Advisors, LLC held 4,952 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,952 shares
    Change vs previous 13F -645 shares

    0.67% of the 13F portfolio, value $1,257,659.

    13F-HR 0001976780-26-000003 filed by Invera 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 5,597 shares
    Change vs previous 13F -81 shares

    0.88% of the 13F portfolio, value $1,368,131.

    13F-HR 0001976780-26-000002 filed by Invera 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 5,678 shares
    Change vs previous 13F -154 shares

    0.74% of the 13F portfolio, value $1,175,062.

    13F-HR 0001976780-26-000001 filed by Invera 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 5,832 shares
    Change vs previous 13F -7 shares

    0.67% of the 13F portfolio, value $1,081,369.

    13F-HR 0001976780-25-000009 filed by Invera 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 5,839 shares
    Change vs previous 13F -821 shares

    0.58% of the 13F portfolio, value $891,907.

    13F-HR 0001976780-25-000007 filed by Invera 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/A 6,660 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,104,494.

    13F-HR/A 0001976780-25-000008 filed by Invera Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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