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Waverly Advisors, LLC: JNJ position timeline

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

Waverly Advisors, LLC held 314,877 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 314,877 shares
    Change vs previous 13F +42,556 shares

    0.46% of the 13F portfolio, value $79,969,428.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 272,321 shares
    Change vs previous 13F +4,561 shares

    0.5% of the 13F portfolio, value $66,566,053.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 267,760 shares
    Change vs previous 13F +95,480 shares

    0.45% of the 13F portfolio, value $55,412,816.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 172,280 shares
    Change vs previous 13F +13,308 shares

    0.32% of the 13F portfolio, value $31,944,158.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 158,972 shares
    Change vs previous 13F +1,305 shares

    0.27% of the 13F portfolio, value $24,282,985.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 157,667 shares
    Change vs previous 13F +21,229 shares

    0.32% of the 13F portfolio, value $26,147,486.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 136,438 shares
    Change vs previous 13F +24,969 shares

    0.31% of the 13F portfolio, value $19,731,706.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, LLC
    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 111,469 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $18,064,597.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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