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Merit Financial Group, LLC: JNJ position timeline

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

Merit Financial Group, LLC held 209,661 JNJ shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 209,661 shares
    Change vs previous 13F -3,863 shares

    0.33% of the 13F portfolio, value $53,247,498.

    13F-HR/A 0001621225-26-000007 filed by Merit Financial Group, 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 213,524 shares
    Change vs previous 13F +18,670 shares

    0.39% of the 13F portfolio, value $52,193,615.

    13F-HR 0001621225-26-000005 filed by Merit Financial Group, 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 194,854 shares
    Change vs previous 13F +8,353 shares

    0.32% of the 13F portfolio, value $40,324,815.

    13F-HR 0001621225-26-000003 filed by Merit Financial Group, 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/A 186,501 shares
    Change vs previous 13F +6,784 shares

    0.32% of the 13F portfolio, value $34,581,237.

    13F-HR/A 0001621225-25-000008 filed by Merit Financial Group, 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 179,717 shares
    Change vs previous 13F +42,294 shares

    0.31% of the 13F portfolio, value $27,451,843.

    13F-HR 0001621225-25-000006 filed by Merit Financial Group, 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 137,423 shares
    Change vs previous 13F +36,312 shares

    0.34% of the 13F portfolio, value $22,790,232.

    13F-HR 0001621225-25-000003 filed by Merit Financial Group, 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 101,111 shares
    Change vs previous 13F +13,694 shares

    0.26% of the 13F portfolio, value $14,622,632.

    13F-HR 0001621225-25-000002 filed by Merit Financial Group, 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 87,417 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $14,166,869.

    13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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