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WR Wealth Planners, LLC: JNJ position timeline

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

WR Wealth Planners, LLC held 7,282 JNJ shares at 2024-12-31 per its 13F-HR filed 2025-02-05.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 7,282 shares
    Change vs previous 13F -589 shares

    0.34% of the 13F portfolio, value $1,053,076.

    13F-HR 0002031978-25-000001 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 7,871 shares
    Change vs previous 13F +208 shares

    0.35% of the 13F portfolio, value $1,275,595.

    13F-HR 0002031978-24-000010 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 7,663 shares
    Change vs previous 13F +5 shares

    0.34% of the 13F portfolio, value $1,120,068.

    13F-HR 0002031978-24-000004 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 7,658 shares
    Change vs previous 13F +205 shares

    0.38% of the 13F portfolio, value $1,211,392.

    13F-HR 0002031978-24-000003 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 7,453 shares
    Change vs previous 13F +950 shares

    0.43% of the 13F portfolio, value $1,168,190.

    13F-HR 0002031978-24-000001 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 6,503 shares
    Change vs previous 13F +25 shares

    0.39% of the 13F portfolio, value $1,012,889.

    13F-HR 0002031978-24-000007 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 6,478 shares
    Change vs previous 13F +181 shares

    0.42% of the 13F portfolio, value $1,072,288.

    13F-HR 0002031978-24-000006 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 6,297 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $976,043.

    13F-HR 0002031978-24-000005 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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