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Wells Trecaso Financial Group, LLC: JNJ position timeline

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

Wells Trecaso Financial Group, LLC held 30,739 JNJ shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 30,739 shares
    Change vs previous 13F -22,147 shares

    2.71% of the 13F portfolio, value $5,699,172.

    13F-HR 0001737987-25-000002 filed by Wells Trecaso Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 52,886 shares
    Change vs previous 13F +175 shares

    2.49% of the 13F portfolio, value $8,078,376.

    13F-HR 0001221073-25-000061 filed by Wells Trecaso Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 52,711 shares
    Change vs previous 13F +1,259 shares

    2.92% of the 13F portfolio, value $8,741,389.

    13F-HR 0001221073-25-000040 filed by Wells Trecaso Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 51,452 shares
    Change vs previous 13F +167 shares

    2.43% of the 13F portfolio, value $7,440,902.

    13F-HR 0001221073-25-000002 filed by Wells Trecaso Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 51,285 shares
    Change vs previous 13F +201 shares

    2.73% of the 13F portfolio, value $8,311,231.

    13F-HR 0001221073-24-000091 filed by Wells Trecaso Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 51,084 shares
    Change vs previous 13F +450 shares

    2.58% of the 13F portfolio, value $7,466,366.

    13F-HR 0001221073-24-000062 filed by Wells Trecaso Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 50,634 shares
    Change vs previous 13F +1,835 shares

    2.83% of the 13F portfolio, value $8,009,773.

    13F-HR 0001221073-24-000029 filed by Wells Trecaso Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 48,799 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $7,648,815.

    13F-HR 0001221073-24-000003 filed by Wells Trecaso Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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