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Disclosery

Naviter Wealth, LLC: JNJ position timeline

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

Naviter Wealth, LLC held 25,011 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 25,011 shares
    Change vs previous 13F +4,277 shares

    0.58% of the 13F portfolio, value $6,352,095.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 20,734 shares
    Change vs previous 13F +704 shares

    0.63% of the 13F portfolio, value $5,068,332.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 20,030 shares
    Change vs previous 13F -2,764 shares

    0.54% of the 13F portfolio, value $4,145,173.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 22,794 shares
    Change vs previous 13F +1,328 shares

    0.49% of the 13F portfolio, value $4,226,386.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 21,466 shares
    Change vs previous 13F -2,648 shares

    0.4% of the 13F portfolio, value $3,278,979.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 24,114 shares
    Change vs previous 13F -298 shares

    0.48% of the 13F portfolio, value $3,947,703.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 24,412 shares
    Change vs previous 13F +4,665 shares

    0.43% of the 13F portfolio, value $3,530,463.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 19,747 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,200,199.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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