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Montz Harcus Wealth Management LLC: JNJ position timeline

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

Montz Harcus Wealth Management LLC held 1,668 JNJ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,668 shares
    Change vs previous 13F +15 shares

    0.15% of the 13F portfolio, value $441,556.

    13F-HR 0002085853-26-001134 filed by Montz Harcus Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,653 shares
    Change vs previous 13F +35 shares

    0.15% of the 13F portfolio, value $419,852.

    13F-HR 0002085853-26-000855 filed by Montz Harcus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,618 shares
    Change vs previous 13F +243 shares

    0.16% of the 13F portfolio, value $395,517.

    13F-HR 0002085853-26-000518 filed by Montz Harcus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,375 shares
    Change vs previous 13F +1,375 shares

    0.12% of the 13F portfolio, value $284,588.

    13F-HR 0002085853-26-000067 filed by Montz Harcus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001667731-25-000158 filed by Montz Harcus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.