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Disclosery

Monte Financial Group, LLC: JNJ position timeline

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

Monte Financial Group, LLC held 33,979 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,979 shares
    Change vs previous 13F +143 shares

    2.79% of the 13F portfolio, value $8,710,585.

    13F-HR 0001951757-26-001172 filed by Monte 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 33,836 shares
    Change vs previous 13F -1,441 shares

    2.94% of the 13F portfolio, value $8,270,881.

    13F-HR 0001951757-26-000859 filed by Monte 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 35,277 shares
    Change vs previous 13F -1,608 shares

    2.72% of the 13F portfolio, value $7,300,663.

    13F-HR 0001951757-26-000274 filed by Monte 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 36,885 shares
    Change vs previous 13F +193 shares

    2.52% of the 13F portfolio, value $6,839,183.

    13F-HR 0001951757-25-001228 filed by Monte 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 36,692 shares
    Change vs previous 13F +56 shares

    2.18% of the 13F portfolio, value $5,604,658.

    13F-HR 0001951757-25-000942 filed by Monte 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 36,636 shares
    Change vs previous 13F +464 shares

    2.53% of the 13F portfolio, value $5,769,003.

    13F-HR 0001951757-25-000401 filed by Monte 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 36,172 shares
    Change vs previous 13F +324 shares

    2.24% of the 13F portfolio, value $5,231,130.

    13F-HR 0000950123-25-000412 filed by Monte 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 35,848 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $5,809,452.

    13F-HR 0000950123-24-009827 filed by Monte Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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