Wallace Advisory Group, LLC: JNJ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wallace Advisory Group, LLC on JNJ, newest first. How the timeline and the estimate are built.
Wallace Advisory Group, LLC held 5,699 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 5,699 sharesChange vs previous 13F -462 shares
1.36% of the 13F portfolio, value $1,447,375.
13F-HR 0001932645-26-000003 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,161 sharesChange vs previous 13F -583 shares
1.61% of the 13F portfolio, value $1,505,995.
13F-HR 0001932645-26-000002 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,744 sharesChange vs previous 13F -1,792 shares
1.46% of the 13F portfolio, value $1,395,671.
13F-HR 0001932645-26-000001 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,536 sharesChange vs previous 13F -953 shares
1.05% of the 13F portfolio, value $1,303,874.
13F-HR 0001932645-25-000002 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,489 sharesChange vs previous 13F +3,059 shares
1.14% of the 13F portfolio, value $1,573,656.
13F-HR 0001085146-25-004313 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,430 sharesChange vs previous 13F -117 shares
0.64% of the 13F portfolio, value $929,907.
13F-HR 0001085146-25-001938 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,547 sharesChange vs previous 13F -186 shares
0.73% of the 13F portfolio, value $1,061,006.
13F-HR 0001085146-25-000155 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,733 sharesChange vs previous 13F not available
0.72% of the 13F portfolio, value $984,095.
13F-HR 0001085146-24-004642 filed by Wallace Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).