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Disclosery

Plan A Wealth LLC: JNJ position timeline

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

Plan A Wealth LLC held 16,036 JNJ shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,036 shares
    Change vs previous 13F +13,344 shares

    1.52% of the 13F portfolio, value $4,245,561.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,692 shares
    Change vs previous 13F -15 shares

    0.29% of the 13F portfolio, value $683,687.

    13F-HR 0001172661-26-002615 filed by Plan A 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 ended2026-03-31
    13F 2,707 shares
    Change vs previous 13F -22 shares

    0.32% of the 13F portfolio, value $661,699.

    13F-HR 0001172661-26-002250 filed by Plan A 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 ended2025-12-31
    13F 2,729 shares
    Change vs previous 13F -18 shares

    0.28% of the 13F portfolio, value $564,767.

    13F-HR 0001172661-26-000517 filed by Plan A 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 ended2025-09-30
    13F 2,747 shares
    Change vs previous 13F -66 shares

    0.26% of the 13F portfolio, value $509,349.

    13F-HR 0001172661-25-004609 filed by Plan A 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 ended2025-06-30
    13F 2,813 shares
    Change vs previous 13F +17 shares

    0.24% of the 13F portfolio, value $429,686.

    13F-HR 0001172661-25-004608 filed by Plan A 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 ended2025-03-31
    13F 2,796 shares
    Change vs previous 13F +1 shares

    0.36% of the 13F portfolio, value $463,689.

    13F-HR 0001172661-25-004607 filed by Plan A 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 ended2024-12-31
    13F 2,795 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $404,213.

    13F-HR 0001172661-25-004606 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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