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MONTAG A & ASSOCIATES INC: JNJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTAG A & ASSOCIATES INC on JNJ, newest first. How the timeline and the estimate are built.

MONTAG A & ASSOCIATES INC held 89,578 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,578 shares
    Change vs previous 13F -525 shares

    0.96% of the 13F portfolio, value $22,750,118.

    13F-HR 0000829407-26-000004 filed by MONTAG A & ASSOCIATES INC
    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 90,103 shares
    Change vs previous 13F +2,041 shares

    1.02% of the 13F portfolio, value $22,024,783.

    13F-HR 0000829407-26-000003 filed by MONTAG A & ASSOCIATES INC
    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 88,062 shares
    Change vs previous 13F +3,242 shares

    0.83% of the 13F portfolio, value $18,224,436.

    13F-HR 0000829407-26-000001 filed by MONTAG A & ASSOCIATES INC
    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 84,820 shares
    Change vs previous 13F -3,407 shares

    0.72% of the 13F portfolio, value $15,727,396.

    13F-HR 0000829407-25-000006 filed by MONTAG A & ASSOCIATES INC
    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 88,227 shares
    Change vs previous 13F -6,633 shares

    0.66% of the 13F portfolio, value $13,476,678.

    13F-HR 0000829407-25-000004 filed by MONTAG A & ASSOCIATES INC
    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 94,860 shares
    Change vs previous 13F -3,130 shares

    0.79% of the 13F portfolio, value $15,731,505.

    13F-HR 0000829407-25-000003 filed by MONTAG A & ASSOCIATES INC
    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 97,990 shares
    Change vs previous 13F -9,563 shares

    0.67% of the 13F portfolio, value $14,171,319.

    13F-HR 0000829407-25-000001 filed by MONTAG A & ASSOCIATES INC
    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 107,553 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $17,430,117.

    13F-HR 0000829407-24-000007 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

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