Skip to content
Disclosery

Whalen Wealth Management Inc.: JNJ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whalen Wealth Management Inc. on JNJ, newest first. How the timeline and the estimate are built.

Whalen Wealth Management Inc. held 6,503 JNJ shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,503 shares
    Change vs previous 13F +755 shares

    0.74% of the 13F portfolio, value $1,721,637.

    13F-HR 0001894447-26-000004 filed by Whalen Wealth Management Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,748 shares
    Change vs previous 13F +2,737 shares

    0.66% of the 13F portfolio, value $1,459,807.

    13F-HR 0001894447-26-000003 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,011 shares
    Change vs previous 13F -1,309 shares

    0.39% of the 13F portfolio, value $735,996.

    13F-HR 0001894447-26-000002 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,320 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $894,013.

    13F-HR 0001894447-26-000001 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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