Skip to content
Disclosery

Synergy Investment Management, LLC: JNJ position timeline

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

Synergy Investment Management, LLC held 2,600 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,600 shares
    Change vs previous 13F +213 shares

    0.16% of the 13F portfolio, value $663,343.

    13F-HR 0002053786-26-000003 filed by Synergy Investment Management, 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 2,387 shares
    Change vs previous 13F +87 shares

    0.19% of the 13F portfolio, value $583,425.

    13F-HR 0002053786-26-000002 filed by Synergy Investment Management, 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 2,300 shares
    Change vs previous 13F +33 shares

    0.17% of the 13F portfolio, value $475,941.

    13F-HR 0002053786-26-000001 filed by Synergy Investment Management, 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 2,267 shares
    Change vs previous 13F -394 shares

    0.16% of the 13F portfolio, value $420,307.

    13F-HR 0002053786-25-000006 filed by Synergy Investment Management, 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 2,661 shares
    Change vs previous 13F +16 shares

    0.25% of the 13F portfolio, value $406,540.

    13F-HR 0002053786-25-000004 filed by Synergy Investment Management, 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 2,645 shares
    Change vs previous 13F +20 shares

    0.18% of the 13F portfolio, value $438,719.

    13F-HR 0002053786-25-000003 filed by Synergy Investment Management, 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 2,625 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $379,560.

    13F-HR 0002053786-25-000001 filed by Synergy Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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