PENSION & WEALTH MANAGEMENT ADVISORS, INC.: JNJ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PENSION & WEALTH MANAGEMENT ADVISORS, INC. on JNJ, newest first. How the timeline and the estimate are built.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,069 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 2,069 sharesChange vs previous 13F +254 shares
0.14% of the 13F portfolio, value $525,582.
13F-HR 0002145782-26-000016 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,815 sharesChange vs previous 13F -205 shares
0.13% of the 13F portfolio, value $443,896.
13F-HR 0002145782-26-000015 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,020 sharesChange vs previous 13F -7 shares
0.12% of the 13F portfolio, value $418,156.
13F-HR 0002145782-26-000014 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,027 sharesChange vs previous 13F +205 shares
0.12% of the 13F portfolio, value $375,864.
13F-HR 0002145782-26-000013 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,822 sharesChange vs previous 13F -602 shares
0.09% of the 13F portfolio, value $278,431.
13F-HR 0002145782-26-000012 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,424 sharesChange vs previous 13F -180 shares
0.15% of the 13F portfolio, value $402,106.
13F-HR 0002145782-26-000011 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,604 sharesChange vs previous 13F +649 shares
0.15% of the 13F portfolio, value $376,698.
13F-HR 0002145782-26-000010 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,955 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $316,947.
13F-HR 0002145782-26-000009 filed by PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).