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Peak Retirement Planning, Inc.: JNJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peak Retirement Planning, Inc. on JNJ, newest first. How the timeline and the estimate are built.

Peak Retirement Planning, Inc. held 15,923 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,923 shares
    Change vs previous 13F +4,176 shares

    0.64% of the 13F portfolio, value $4,043,983.

    13F-HR 0002056697-26-000003 filed by Peak Retirement Planning, 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 11,747 shares
    Change vs previous 13F +305 shares

    0.57% of the 13F portfolio, value $2,871,495.

    13F-HR 0002056697-26-000002 filed by Peak Retirement Planning, 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 11,442 shares
    Change vs previous 13F +130 shares

    0.55% of the 13F portfolio, value $2,367,875.

    13F-HR 0002056697-26-000001 filed by Peak Retirement Planning, 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 11,312 shares
    Change vs previous 13F +2,267 shares

    0.59% of the 13F portfolio, value $2,097,407.

    13F-HR 0002056697-25-000006 filed by Peak Retirement Planning, 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 9,045 shares
    Change vs previous 13F +2,342 shares

    0.56% of the 13F portfolio, value $1,381,585.

    13F-HR 0002056697-25-000005 filed by Peak Retirement Planning, 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 6,703 shares
    Change vs previous 13F +955 shares

    0.62% of the 13F portfolio, value $1,111,626.

    13F-HR 0002056697-25-000004 filed by Peak Retirement Planning, 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 5,748 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $833,070.

    13F-HR 0002056697-25-000001 filed by Peak Retirement Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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