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Ascentis Wealth Management, LLC: JNJ position timeline

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

Ascentis Wealth Management, LLC held 7,110 JNJ shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 7,110 shares
    Change vs previous 13F -36,124 shares

    0.26% of the 13F portfolio, value $1,805,884.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 175 shares
    • Ascentis Wealth Management, LLC: 6,935 shares

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

  2. period ended2026-03-31
    13F 43,234 shares
    Change vs previous 13F +13,332 shares

    0.58% of the 13F portfolio, value $10,568,515.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 36,150 shares
    • Ascentis Wealth Management, LLC: 7,084 shares

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

  3. period ended2025-12-31
    13F 29,902 shares
    Change vs previous 13F +3,365 shares

    0.59% of the 13F portfolio, value $6,188,313.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 22,926 shares
    • Ascentis Wealth Management, LLC: 6,976 shares

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

  4. period ended2025-09-30
    13F 26,537 shares
    Change vs previous 13F +6,517 shares

    0.46% of the 13F portfolio, value $4,920,687.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 21,491 shares
    • Ascentis Wealth Management, LLC: 5,046 shares

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

  5. period ended2025-06-30
    13F 20,020 shares
    Change vs previous 13F -377 shares

    0.32% of the 13F portfolio, value $3,065,142.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 17,837 shares
    • Ascentis Wealth Management, LLC: 2,183 shares

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

  6. period ended2025-03-31
    13F 20,397 shares
    Change vs previous 13F +630 shares

    0.4% of the 13F portfolio, value $3,355,266.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 18,212 shares
    • Ascentis Wealth Management, LLC: 2,185 shares

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

  7. period ended2024-12-31
    13F 19,767 shares
    Change vs previous 13F +1,034 shares

    0.34% of the 13F portfolio, value $2,858,788.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 18,370 shares
    • Ascentis Wealth Management, LLC: 1,397 shares

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

  8. period ended2024-09-30
    13F/A 18,733 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,035,917.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 17,336 shares
    • Ascentis Wealth Management, LLC: 1,397 shares

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