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Polaris Wealth Advisory Group, LLC: JNJ position timeline

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

Polaris Wealth Advisory Group, LLC held 187,762 JNJ shares at 2023-09-30 per its 13F-HR filed 2023-10-11.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 187,762 shares
    Change vs previous 13F -3,432 shares

    2.23% of the 13F portfolio, value $29,243,931.

    13F-HR 0001544576-23-000006 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 191,194 shares
    Change vs previous 13F -3,083 shares

    2.4% of the 13F portfolio, value $31,646,445.

    13F-HR 0001582968-23-000007 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 194,277 shares
    Change vs previous 13F +88,838 shares

    2.22% of the 13F portfolio, value $30,112,929.

    13F-HR 0001582968-23-000005 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 105,439 shares
    Change vs previous 13F +103,098 shares

    1.37% of the 13F portfolio, value $18,439,090.

    13F-HR 0001582968-23-000001 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 2,341 shares
    Change vs previous 13F -14 shares

    0.03% of the 13F portfolio, value $375,000.

    13F-HR 0001582968-22-000002 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-06-30
    13F 2,355 shares
    Change vs previous 13F -1,118 shares

    0.03% of the 13F portfolio, value $418,000.

    13F-HR 0001582968-22-000001 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-03-31
    13F 3,473 shares
    Change vs previous 13F -221,067 shares

    0.04% of the 13F portfolio, value $631,000.

    13F-HR 0001104659-22-047179 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-12-31
    13F 224,540 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $38,412,000.

    13F-HR 0001104659-22-007802 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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