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SAX WEALTH ADVISORS, LLC: JNJ position timeline

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

SAX WEALTH ADVISORS, LLC held 40,886 JNJ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 40,886 shares
    Change vs previous 13F +4,277 shares

    0.31% of the 13F portfolio, value $10,824,175.

    13F-HR 0001846150-26-000011 filed by SAX WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 36,609 shares
    Change vs previous 13F +3,932 shares

    0.36% of the 13F portfolio, value $8,948,651.

    13F-HR 0001846150-26-000007 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 32,677 shares
    Change vs previous 13F -991 shares

    0.33% of the 13F portfolio, value $6,762,526.

    13F-HR 0001846150-26-000005 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 33,668 shares
    Change vs previous 13F +726 shares

    0.33% of the 13F portfolio, value $6,967,613.

    13F-HR 0001846150-26-000002 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 32,942 shares
    Change vs previous 13F +1,622 shares

    0.33% of the 13F portfolio, value $6,108,084.

    13F-HR 0001846150-25-000011 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 31,320 shares
    Change vs previous 13F +9,232 shares

    0.29% of the 13F portfolio, value $4,784,116.

    13F-HR 0001846150-25-000007 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 22,088 shares
    Change vs previous 13F +3,150 shares

    0.26% of the 13F portfolio, value $3,663,132.

    13F-HR 0001846150-25-000004 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 18,938 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,738,777.

    13F-HR 0001725547-25-000117 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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