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PYA Waltman Capital, LLC: JNJ position timeline

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

PYA Waltman Capital, LLC held 45,046 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,046 shares
    Change vs previous 13F +3,616 shares

    2.72% of the 13F portfolio, value $11,440,319.

    13F-HR 0001800135-26-000003 filed by PYA Waltman Capital, 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 41,430 shares
    Change vs previous 13F -354 shares

    2.81% of the 13F portfolio, value $10,127,057.

    13F-HR 0001800135-26-000002 filed by PYA Waltman Capital, 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 41,784 shares
    Change vs previous 13F -1,937 shares

    2.32% of the 13F portfolio, value $8,647,244.

    13F-HR 0001800135-26-000001 filed by PYA Waltman Capital, 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 43,721 shares
    Change vs previous 13F +399 shares

    2.17% of the 13F portfolio, value $8,106,740.

    13F-HR 0001800135-25-000011 filed by PYA Waltman Capital, 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 43,322 shares
    Change vs previous 13F +2,437 shares

    1.91% of the 13F portfolio, value $6,617,377.

    13F-HR 0001800135-25-000008 filed by PYA Waltman Capital, 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 40,885 shares
    Change vs previous 13F +788 shares

    2.13% of the 13F portfolio, value $6,780,440.

    13F-HR 0001800135-25-000007 filed by PYA Waltman Capital, 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 40,097 shares
    Change vs previous 13F +170 shares

    1.87% of the 13F portfolio, value $5,798,877.

    13F-HR 0001800135-25-000001 filed by PYA Waltman Capital, 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 39,927 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $6,470,594.

    13F-HR 0001800135-24-000006 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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