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Disclosery

Marcum Wealth, LLC: JNJ position timeline

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

Marcum Wealth, LLC held 11,855 JNJ shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 11,855 shares
    Change vs previous 13F +1,882 shares

    0.17% of the 13F portfolio, value $1,966,027.

    13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 9,973 shares
    Change vs previous 13F -696 shares

    0.13% of the 13F portfolio, value $1,442,321.

    13F-HR 0001784450-25-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 10,669 shares
    Change vs previous 13F -633 shares

    0.16% of the 13F portfolio, value $1,728,969.

    13F-HR 0001784450-24-000006 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 11,302 shares
    Change vs previous 13F -190 shares

    0.17% of the 13F portfolio, value $1,651,895.

    13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 11,492 shares
    Change vs previous 13F -3,535 shares

    0.18% of the 13F portfolio, value $1,817,915.

    13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 15,027 shares
    Change vs previous 13F +93 shares

    0.25% of the 13F portfolio, value $2,355,344.

    13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 14,934 shares
    Change vs previous 13F -2,782 shares

    0.28% of the 13F portfolio, value $2,325,914.

    13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 17,716 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,932,323.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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