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Disclosery

Legacy Trust: JNJ position timeline

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

Legacy Trust held 44,753 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,753 shares
    Change vs previous 13F -295 shares

    2.01% of the 13F portfolio, value $11,365,919.

    13F-HR 0001772483-26-000004 filed by Legacy Trust
    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 45,048 shares
    Change vs previous 13F +1,171 shares

    2.11% of the 13F portfolio, value $11,011,533.

    13F-HR 0001772483-26-000002 filed by Legacy Trust
    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 43,877 shares
    Change vs previous 13F +2,679 shares

    1.7% of the 13F portfolio, value $9,080,345.

    13F-HR 0001772483-26-000001 filed by Legacy Trust
    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 41,198 shares
    Change vs previous 13F +1,642 shares

    1.51% of the 13F portfolio, value $7,638,933.

    13F-HR 0001772483-25-000006 filed by Legacy Trust
    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 39,556 shares
    Change vs previous 13F -2,539 shares

    1.48% of the 13F portfolio, value $6,042,179.

    13F-HR 0001772483-25-000003 filed by Legacy Trust
    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 42,095 shares
    Change vs previous 13F +1,173 shares

    1.68% of the 13F portfolio, value $6,981,035.

    13F-HR 0001772483-25-000002 filed by Legacy Trust
    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 40,922 shares
    Change vs previous 13F -1,839 shares

    1.37% of the 13F portfolio, value $5,918,140.

    13F-HR 0001772483-25-000001 filed by Legacy Trust
    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 42,761 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $6,929,848.

    13F-HR 0001772483-24-000004 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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