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Disclosery

Transform Wealth, LLC: JNJ position timeline

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

Transform Wealth, LLC held 3,679 JNJ shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 3,679 shares
    Change vs previous 13F -590 shares

    0.04% of the 13F portfolio, value $610,190.

    13F-HR 0001085146-25-002109 filed by Transform 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 ended2024-12-31
    13F 4,269 shares
    Change vs previous 13F +934 shares

    0.03% of the 13F portfolio, value $617,369.

    13F-HR 0001085146-25-000306 filed by Transform 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 ended2024-09-30
    13F 3,335 shares
    Change vs previous 13F +74 shares

    0.04% of the 13F portfolio, value $540,399.

    13F-HR 0001085146-24-004926 filed by Transform 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 ended2024-06-30
    13F 3,261 shares
    Change vs previous 13F -572 shares

    0.04% of the 13F portfolio, value $476,683.

    13F-HR 0001085146-24-002961 filed by Transform 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 ended2024-03-31
    13F 3,833 shares
    Change vs previous 13F -62 shares

    0.06% of the 13F portfolio, value $606,348.

    13F-HR 0001085146-24-001836 filed by Transform 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 ended2023-12-31
    13F/A 3,895 shares
    Change vs previous 13F -2,821 shares

    0.06% of the 13F portfolio, value $610,482.

    13F-HR/A 0001085146-24-001543 filed by Transform 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 ended2023-09-30
    13F 6,716 shares
    Change vs previous 13F -21,462 shares

    0.11% of the 13F portfolio, value $1,046,028.

    13F-HR 0001085146-23-003682 filed by Transform 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 ended2023-06-30
    13F 28,178 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $4,664,075.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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