Skip to content
Disclosery

XML Financial, LLC: JNJ position timeline

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

XML Financial, LLC held 60,680 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,680 shares
    Change vs previous 13F -2,209 shares

    1.12% of the 13F portfolio, value $15,410,819.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 62,889 shares
    Change vs previous 13F -500 shares

    1.24% of the 13F portfolio, value $15,372,580.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 63,389 shares
    Change vs previous 13F -5,257 shares

    1.07% of the 13F portfolio, value $13,118,405.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 68,646 shares
    Change vs previous 13F -1,586 shares

    1.04% of the 13F portfolio, value $12,728,270.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 70,232 shares
    Change vs previous 13F -264 shares

    0.93% of the 13F portfolio, value $10,727,986.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 70,496 shares
    Change vs previous 13F +959 shares

    1.09% of the 13F portfolio, value $11,691,083.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 69,537 shares
    Change vs previous 13F +420 shares

    0.92% of the 13F portfolio, value $10,056,501.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 69,117 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $11,201,086.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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