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Sheaff Brock Investment Advisors, LLC: JNJ position timeline

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

Sheaff Brock Investment Advisors, LLC held 44,600 JNJ shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 44,600 shares
    Change vs previous 13F +26,304 shares

    0.68% of the 13F portfolio, value $7,396,432.

    13F-HR 0001666789-25-000004 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 18,296 shares
    Change vs previous 13F -25,272 shares

    0.23% of the 13F portfolio, value $2,645,994.

    13F-HR 0001666789-25-000001 filed by Sheaff Brock Investment 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 ended2024-09-30
    13F 43,568 shares
    Change vs previous 13F +25,203 shares

    0.62% of the 13F portfolio, value $7,060,667.

    13F-HR 0001666789-24-000007 filed by Sheaff Brock Investment 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 ended2024-06-30
    13F 18,365 shares
    Change vs previous 13F -25,345 shares

    0.25% of the 13F portfolio, value $2,684,224.

    13F-HR 0001666789-24-000004 filed by Sheaff Brock Investment 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 ended2024-03-31
    13F 43,710 shares
    Change vs previous 13F -30,111 shares

    0.55% of the 13F portfolio, value $6,914,488.

    13F-HR 0001666789-24-000003 filed by Sheaff Brock Investment 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 ended2023-12-31
    13F 73,821 shares
    Change vs previous 13F +46 shares

    1.04% of the 13F portfolio, value $11,570,694.

    13F-HR 0001666789-24-000001 filed by Sheaff Brock Investment 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 ended2023-09-30
    13F 73,775 shares
    Change vs previous 13F -677 shares

    1.16% of the 13F portfolio, value $11,490,524.

    13F-HR 0001666789-23-000004 filed by Sheaff Brock Investment 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 ended2023-06-30
    13F 74,452 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $12,323,332.

    13F-HR 0001666789-23-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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