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ProVise Management Group, LLC: JNJ position timeline

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

ProVise Management Group, LLC held 6,573 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 6,573 shares
    Change vs previous 13F -372 shares

    0.11% of the 13F portfolio, value $1,669,348.

    13F-HR 0001305707-26-000004 filed by ProVise Management 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 ended2026-03-31
    13F 6,945 shares
    Change vs previous 13F -2,291 shares

    0.12% of the 13F portfolio, value $1,697,718.

    13F-HR 0001305707-26-000002 filed by ProVise Management 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 ended2025-12-31
    13F 9,236 shares
    Change vs previous 13F -602 shares

    0.14% of the 13F portfolio, value $1,911,378.

    13F-HR 0001305707-26-000001 filed by ProVise Management 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 ended2025-09-30
    13F 9,838 shares
    Change vs previous 13F -48 shares

    0.13% of the 13F portfolio, value $1,824,250.

    13F-HR 0001305707-25-000003 filed by ProVise Management 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 ended2025-06-30
    13F 9,886 shares
    Change vs previous 13F -427 shares

    0.12% of the 13F portfolio, value $1,510,077.

    13F-HR 0001085146-25-004747 filed by ProVise Management 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 ended2025-03-31
    13F 10,313 shares
    Change vs previous 13F -636 shares

    0.15% of the 13F portfolio, value $1,710,364.

    13F-HR 0001085146-25-002835 filed by ProVise Management 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 ended2024-12-31
    13F 10,949 shares
    Change vs previous 13F -1,427 shares

    0.14% of the 13F portfolio, value $1,583,417.

    13F-HR 0001085146-25-000966 filed by ProVise Management 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 ended2024-09-30
    13F 12,376 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,005,690.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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