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MARSHALL FINANCIAL GROUP INC /ADV: JNJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARSHALL FINANCIAL GROUP INC /ADV on JNJ, newest first. How the timeline and the estimate are built.

MARSHALL FINANCIAL GROUP INC /ADV held 15,094 JNJ shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 15,094 shares
    Change vs previous 13F -98 shares

    0.77% of the 13F portfolio, value $2,798,799.

    13F-HR 0000701189-25-000003 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 15,192 shares
    Change vs previous 13F +3 shares

    0.69% of the 13F portfolio, value $2,320,531.

    13F-HR 0001221073-25-000070 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 15,189 shares
    Change vs previous 13F -598 shares

    0.79% of the 13F portfolio, value $2,518,891.

    13F-HR 0001221073-25-000048 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 15,787 shares
    Change vs previous 13F +5 shares

    0.7% of the 13F portfolio, value $2,283,116.

    13F-HR 0001221073-25-000011 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 15,782 shares
    Change vs previous 13F -895 shares

    0.77% of the 13F portfolio, value $2,557,584.

    13F-HR 0001221073-24-000096 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 16,677 shares
    Change vs previous 13F -396 shares

    0.79% of the 13F portfolio, value $2,437,515.

    13F-HR 0001221073-24-000061 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 17,073 shares
    Change vs previous 13F +5,463 shares

    0.89% of the 13F portfolio, value $2,700,738.

    13F-HR 0001221073-24-000038 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 11,610 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,819,675.

    13F-HR 0001221073-24-000013 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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