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Disclosery

Root Financial Partners, LLC: JNJ position timeline

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

Root Financial Partners, LLC held 9,301 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,301 shares
    Change vs previous 13F +653 shares

    0.09% of the 13F portfolio, value $2,362,159.

    13F-HR 0001977181-26-000003 filed by Root Financial Partners, 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 8,648 shares
    Change vs previous 13F -1,768 shares

    0.1% of the 13F portfolio, value $2,113,954.

    13F-HR 0001977181-26-000002 filed by Root Financial Partners, 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 10,416 shares
    Change vs previous 13F +667 shares

    0.11% of the 13F portfolio, value $2,155,660.

    13F-HR 0001977181-26-000001 filed by Root Financial Partners, 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 9,749 shares
    Change vs previous 13F -1,003 shares

    0.11% of the 13F portfolio, value $1,807,593.

    13F-HR 0001977181-25-000004 filed by Root Financial Partners, 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 10,752 shares
    Change vs previous 13F +3,078 shares

    0.16% of the 13F portfolio, value $1,642,365.

    13F-HR 0001977181-25-000002 filed by Root Financial Partners, 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 7,674 shares
    Change vs previous 13F -1,298 shares

    0.14% of the 13F portfolio, value $1,272,603.

    13F-HR 0001085146-25-002341 filed by Root Financial Partners, 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 8,972 shares
    Change vs previous 13F +6,152 shares

    0.16% of the 13F portfolio, value $1,297,558.

    13F-HR 0001085146-25-000622 filed by Root Financial Partners, 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 2,820 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $457,035.

    13F-HR 0001085146-24-005281 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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