WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC: JNJ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC on JNJ, newest first. How the timeline and the estimate are built.
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC held 2,096 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 2,096 sharesChange vs previous 13F +108 shares
0.13% of the 13F portfolio, value $532,401.
13F-HR 0001104659-26-084991 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 1,988 sharesChange vs previous 13F +367 shares
0.14% of the 13F portfolio, value $486,003.
13F-HR 0001104659-26-052565 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 1,621 sharesChange vs previous 13F +104 shares
0.11% of the 13F portfolio, value $335,558.
13F-HR 0001104659-26-014093 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 1,517 sharesChange vs previous 13F +4 shares
0.09% of the 13F portfolio, value $281,272.
13F-HR 0001104659-25-110426 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 1,513 sharesChange vs previous 13F -109 shares
0.08% of the 13F portfolio, value $231,050.
13F-HR 0001104659-25-076763 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 1,622 sharesChange vs previous 13F +5 shares
0.1% of the 13F portfolio, value $268,979.
13F-HR 0001104659-25-045676 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 1,617 sharesChange vs previous 13F +6 shares
0.09% of the 13F portfolio, value $233,808.
13F-HR 0001104659-25-012067 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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 1,611 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $261,073.
13F-HR 0001104659-24-118610 filed by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).