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Disclosery

Concord Wealth Partners: JNJ position timeline

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

Concord Wealth Partners held 37,026 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,026 shares
    Change vs previous 13F -1,245 shares

    0.62% of the 13F portfolio, value $9,403,424.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 19,775 shares
    • Concord Asset Management, LLC/VA: 17,251 shares

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

  2. period ended2026-03-31
    13F 38,271 shares
    Change vs previous 13F +249 shares

    0.69% of the 13F portfolio, value $9,355,046.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 20,177 shares
    • Concord Asset Management, LLC/VA: 18,094 shares

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

  3. period ended2025-12-31
    13F 38,022 shares
    Change vs previous 13F +86 shares

    0.58% of the 13F portfolio, value $7,868,619.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 19,890 shares
    • Concord Asset Management, LLC/VA: 18,132 shares

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

  4. period ended2025-09-30
    13F 37,936 shares
    Change vs previous 13F -3,754 shares

    0.55% of the 13F portfolio, value $7,034,119.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 19,689 shares
    • Concord Asset Management, LLC/VA: 18,247 shares

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

  5. period ended2025-06-30
    13F 41,690 shares
    Change vs previous 13F -1,091 shares

    0.47% of the 13F portfolio, value $6,368,042.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 20,845 shares
    • Concord Asset Management, LLC/VA: 20,845 shares

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

  6. period ended2025-03-31
    13F 42,781 shares
    Change vs previous 13F -1,151 shares

    0.65% of the 13F portfolio, value $6,888,535.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 23,061 shares
    • Concord Asset Management, LLC/VA: 19,720 shares

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

  7. period ended2024-12-31
    13F 43,932 shares
    Change vs previous 13F -7,112 shares

    0.6% of the 13F portfolio, value $6,353,382.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 23,216 shares
    • Concord Asset Management, LLC/VA: 20,716 shares

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

  8. period ended2024-09-30
    13F 51,044 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $8,272,212.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 26,740 shares
    • Concord Asset Management, LLC/VA: 24,304 shares

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