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Disclosery

WealthPLAN Partners, LLC: JNJ position timeline

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

WealthPLAN Partners, LLC held 10,435 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 10,435 shares
    Change vs previous 13F -6,950 shares

    0.51% of the 13F portfolio, value $2,650,125.

    13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, 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 17,385 shares
    Change vs previous 13F -14,050 shares

    0.82% of the 13F portfolio, value $4,249,510.

    13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, 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 31,435 shares
    Change vs previous 13F -1,853 shares

    0.97% of the 13F portfolio, value $6,505,407.

    13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, 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 33,288 shares
    Change vs previous 13F -802 shares

    0.93% of the 13F portfolio, value $6,172,169.

    13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, 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 34,090 shares
    Change vs previous 13F -7,645 shares

    0.84% of the 13F portfolio, value $5,207,300.

    13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, 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 41,735 shares
    Change vs previous 13F -450 shares

    0.98% of the 13F portfolio, value $6,921,401.

    13F-HR 0002009530-25-000004 filed by WealthPLAN Partners, 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 42,185 shares
    Change vs previous 13F -2,955 shares

    0.87% of the 13F portfolio, value $6,100,907.

    13F-HR 0001929986-25-000002 filed by WealthPLAN Partners, 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 45,140 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $7,315,384.

    13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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