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Summit Wealth Partners, LLC: JNJ position timeline

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

Summit Wealth Partners, LLC held 13,396 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,396 shares
    Change vs previous 13F -117 shares

    0.48% of the 13F portfolio, value $3,402,077.

    13F-HR 0002033312-26-000003 filed by Summit Wealth 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 13,513 shares
    Change vs previous 13F +2,771 shares

    0.52% of the 13F portfolio, value $3,303,027.

    13F-HR 0002033312-26-000002 filed by Summit Wealth 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 10,742 shares
    Change vs previous 13F -16 shares

    0.41% of the 13F portfolio, value $2,223,095.

    13F-HR 0002033312-26-000001 filed by Summit Wealth 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 10,758 shares
    Change vs previous 13F +716 shares

    0.36% of the 13F portfolio, value $1,994,786.

    13F-HR 0002033312-25-000002 filed by Summit Wealth 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 10,042 shares
    Change vs previous 13F -59 shares

    0.29% of the 13F portfolio, value $1,533,954.

    13F-HR 0001085146-25-004784 filed by Summit Wealth 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 10,101 shares
    Change vs previous 13F -319 shares

    0.34% of the 13F portfolio, value $1,675,134.

    13F-HR 0001085146-25-002632 filed by Summit Wealth 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 10,420 shares
    Change vs previous 13F +402 shares

    0.31% of the 13F portfolio, value $1,506,990.

    13F-HR 0001085146-25-000501 filed by Summit Wealth 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 10,018 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,623,533.

    13F-HR 0001085146-24-005194 filed by Summit Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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