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Disclosery

Summit Financial Strategies, Inc.: JNJ position timeline

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

Summit Financial Strategies, Inc. held 4,729 JNJ shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,729 shares
    Change vs previous 13F +2 shares

    0.09% of the 13F portfolio, value $1,251,846.

    13F-HR 0001172661-26-004530 filed by Summit Financial Strategies, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,727 shares
    Change vs previous 13F -235 shares

    0.08% of the 13F portfolio, value $1,200,411.

    13F-HR 0001172661-26-002788 filed by Summit Financial Strategies, Inc.
    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 4,962 shares
    Change vs previous 13F -299 shares

    0.1% of the 13F portfolio, value $1,212,887.

    13F-HR 0001172661-26-001585 filed by Summit Financial Strategies, Inc.
    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 5,261 shares
    Change vs previous 13F +404 shares

    0.09% of the 13F portfolio, value $1,088,815.

    13F-HR 0001172661-26-000321 filed by Summit Financial Strategies, Inc.
    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 4,857 shares
    Change vs previous 13F -58 shares

    0.08% of the 13F portfolio, value $900,673.

    13F-HR 0001172661-25-004368 filed by Summit Financial Strategies, Inc.
    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 4,915 shares
    Change vs previous 13F -12 shares

    0.07% of the 13F portfolio, value $750,703.

    13F-HR 0001172661-25-002643 filed by Summit Financial Strategies, Inc.
    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 4,927 shares
    Change vs previous 13F -280 shares

    0.08% of the 13F portfolio, value $817,025.

    13F-HR 0001172661-25-001645 filed by Summit Financial Strategies, Inc.
    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 5,207 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $752,977.

    13F-HR 0001172661-25-000296 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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