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RKL Wealth Management LLC: JNJ position timeline

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

RKL Wealth Management LLC held 27,368 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,368 shares
    Change vs previous 13F +371 shares

    0.55% of the 13F portfolio, value $6,950,633.

    13F-HR 0001604723-26-000003 filed by RKL Wealth Management 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 26,997 shares
    Change vs previous 13F -1,243 shares

    0.59% of the 13F portfolio, value $6,599,181.

    13F-HR 0001604723-26-000002 filed by RKL Wealth Management 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 28,240 shares
    Change vs previous 13F +914 shares

    0.48% of the 13F portfolio, value $5,844,284.

    13F-HR 0001604723-26-000001 filed by RKL Wealth Management 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 27,326 shares
    Change vs previous 13F -482 shares

    0.43% of the 13F portfolio, value $5,066,694.

    13F-HR 0001604723-25-000003 filed by RKL Wealth Management 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 27,808 shares
    Change vs previous 13F +128 shares

    0.37% of the 13F portfolio, value $4,247,633.

    13F-HR 0001085146-25-003973 filed by RKL Wealth Management 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 27,680 shares
    Change vs previous 13F -3,345 shares

    0.43% of the 13F portfolio, value $4,590,462.

    13F-HR 0001085146-25-002364 filed by RKL Wealth Management 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 31,025 shares
    Change vs previous 13F +7,320 shares

    0.4% of the 13F portfolio, value $4,486,802.

    13F-HR 0001085146-25-000869 filed by RKL Wealth Management 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 23,705 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,841,632.

    13F-HR 0001085146-24-005308 filed by RKL Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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