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Disclosery

Simplicity Wealth,LLC: JNJ position timeline

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

Simplicity Wealth,LLC held 53,196 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,196 shares
    Change vs previous 13F +21,844 shares

    0.46% of the 13F portfolio, value $13,510,172.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 31,352 shares
    Change vs previous 13F +928 shares

    0.43% of the 13F portfolio, value $7,663,495.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 30,424 shares
    Change vs previous 13F -265 shares

    0.38% of the 13F portfolio, value $6,296,150.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 30,689 shares
    Change vs previous 13F -25,156 shares

    0.33% of the 13F portfolio, value $5,690,364.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 55,845 shares
    Change vs previous 13F +27,338 shares

    0.36% of the 13F portfolio, value $8,530,293.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 28,507 shares
    Change vs previous 13F +18,153 shares

    0.37% of the 13F portfolio, value $4,727,663.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,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 10,354 shares
    Change vs previous 13F -17,100 shares

    0.31% of the 13F portfolio, value $1,497,381.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,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 27,454 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $4,449,252.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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