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Phoenix Wealth Advisors: JNJ position timeline

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

Phoenix Wealth Advisors held 17,090 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,090 shares
    Change vs previous 13F +338 shares

    1.46% of the 13F portfolio, value $4,340,396.

    13F-HR 0001842362-26-000005 filed by Phoenix Wealth Advisors
    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 16,752 shares
    Change vs previous 13F -662 shares

    1.62% of the 13F portfolio, value $4,094,799.

    13F-HR 0001842362-26-000003 filed by Phoenix Wealth Advisors
    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 17,414 shares
    Change vs previous 13F -2,049 shares

    1.39% of the 13F portfolio, value $3,603,846.

    13F-HR 0001842362-26-000001 filed by Phoenix Wealth Advisors
    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 19,463 shares
    Change vs previous 13F -387 shares

    1.39% of the 13F portfolio, value $3,608,766.

    13F-HR 0001842362-25-000007 filed by Phoenix Wealth Advisors
    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 19,850 shares
    Change vs previous 13F -186 shares

    1.27% of the 13F portfolio, value $3,032,163.

    13F-HR 0001842362-25-000004 filed by Phoenix Wealth Advisors
    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 20,036 shares
    Change vs previous 13F -536 shares

    1.45% of the 13F portfolio, value $3,322,799.

    13F-HR 0001842362-25-000003 filed by Phoenix Wealth Advisors
    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 20,572 shares
    Change vs previous 13F -970 shares

    1.29% of the 13F portfolio, value $2,975,123.

    13F-HR 0001842362-25-000001 filed by Phoenix Wealth Advisors
    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 21,542 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $3,491,097.

    13F-HR 0001842362-24-000005 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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