Wingate Wealth Advisors, Inc.: JNJ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wingate Wealth Advisors, Inc. on JNJ, newest first. How the timeline and the estimate are built.
Wingate Wealth Advisors, Inc. held 1,788 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 1,788 sharesChange vs previous 13F +1 shares
0.2% of the 13F portfolio, value $454,156.
13F-HR 0002041800-26-000004 filed by Wingate Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,787 sharesChange vs previous 13F +1 shares
0.23% of the 13F portfolio, value $436,878.
13F-HR 0002041800-26-000002 filed by Wingate Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,786 sharesChange vs previous 13F -198 shares
0.21% of the 13F portfolio, value $369,687.
13F-HR 0002041800-26-000001 filed by Wingate Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,984 sharesChange vs previous 13F +156 shares
0.25% of the 13F portfolio, value $367,794.
13F-HR 0002041800-25-000005 filed by Wingate Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,828 sharesChange vs previous 13F +216 shares
0.25% of the 13F portfolio, value $279,271.
13F-HR 0002041800-25-000004 filed by Wingate Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,612 sharesChange vs previous 13F 0 shares
0.31% of the 13F portfolio, value $267,382.
13F-HR 0002041800-25-000003 filed by Wingate Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,612 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $233,169.
13F-HR 0002041800-25-000001 filed by Wingate Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).