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
- period ended2026-06-3013F 10,167 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,230 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,398 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,547 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,853 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,805 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,310 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,944 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).