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IVC Wealth Advisors LLC: JNJ position timeline

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

IVC Wealth Advisors LLC held 10,167 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,167 shares
    Change vs previous 13F -63 shares

    1.01% of the 13F portfolio, value $2,582,228.

    13F-HR 0001842811-26-000003 filed by IVC 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 10,230 shares
    Change vs previous 13F -168 shares

    1.09% of the 13F portfolio, value $2,500,585.

    13F-HR 0001842811-26-000002 filed by IVC 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 10,398 shares
    Change vs previous 13F -149 shares

    0.94% of the 13F portfolio, value $2,151,953.

    13F-HR 0001842811-26-000001 filed by IVC 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 10,547 shares
    Change vs previous 13F -306 shares

    0.87% of the 13F portfolio, value $1,955,539.

    13F-HR 0001842811-25-000003 filed by IVC 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 10,853 shares
    Change vs previous 13F +48 shares

    0.81% of the 13F portfolio, value $1,657,831.

    13F-HR 0001667731-25-000915 filed by IVC 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 10,805 shares
    Change vs previous 13F +495 shares

    0.96% of the 13F portfolio, value $1,791,821.

    13F-HR 0001667731-25-000382 filed by IVC 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 10,310 shares
    Change vs previous 13F -634 shares

    0.83% of the 13F portfolio, value $1,491,031.

    13F-HR 0001667731-25-000042 filed by IVC 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 10,944 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,773,610.

    13F-HR 0001842811-24-000004 filed by IVC Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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