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Disclosery

W.G. Shaheen & Associates DBA Whitney & Co: JNJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of W.G. Shaheen & Associates DBA Whitney & Co on JNJ, newest first. How the timeline and the estimate are built.

W.G. Shaheen & Associates DBA Whitney & Co held 27,872 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,872 shares
    Change vs previous 13F +189 shares

    0.52% of the 13F portfolio, value $7,078,708.

    13F-HR 0001577001-26-000004 filed by W.G. Shaheen & Associates DBA Whitney & Co
    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 27,683 shares
    Change vs previous 13F +2,966 shares

    0.56% of the 13F portfolio, value $6,766,862.

    13F-HR 0001577001-26-000003 filed by W.G. Shaheen & Associates DBA Whitney & Co
    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 24,717 shares
    Change vs previous 13F +15,403 shares

    0.41% of the 13F portfolio, value $5,115,188.

    13F-HR 0001577001-26-000001 filed by W.G. Shaheen & Associates DBA Whitney & Co
    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 9,314 shares
    Change vs previous 13F -100 shares

    0.16% of the 13F portfolio, value $1,727,076.

    13F-HR 0001577001-25-000003 filed by W.G. Shaheen & Associates DBA Whitney & Co
    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 9,414 shares
    Change vs previous 13F -715 shares

    0.14% of the 13F portfolio, value $1,438,049.

    13F-HR 0001765380-25-000284 filed by W.G. Shaheen & Associates DBA Whitney & Co
    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 10,129 shares
    Change vs previous 13F -94 shares

    0.18% of the 13F portfolio, value $1,679,859.

    13F-HR 0001765380-25-000169 filed by W.G. Shaheen & Associates DBA Whitney & Co
    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 10,223 shares
    Change vs previous 13F -238 shares

    0.16% of the 13F portfolio, value $1,478,508.

    13F-HR 0001765380-25-000039 filed by W.G. Shaheen & Associates DBA Whitney & Co
    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 10,461 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,695,374.

    13F-HR 0001765380-24-000407 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

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