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Concurrent Investment Advisors, LLC: JNJ position timeline

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

Concurrent Investment Advisors, LLC held 232,761 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 232,761 shares
    Change vs previous 13F +35,993 shares

    0.51% of the 13F portfolio, value $59,114,294.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, 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 196,768 shares
    Change vs previous 13F -9,520 shares

    0.53% of the 13F portfolio, value $48,098,101.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, 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 206,288 shares
    Change vs previous 13F +85,871 shares

    0.49% of the 13F portfolio, value $42,691,270.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, 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 120,417 shares
    Change vs previous 13F -1,710 shares

    0.39% of the 13F portfolio, value $22,327,811.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, 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 122,127 shares
    Change vs previous 13F +9,700 shares

    0.36% of the 13F portfolio, value $18,654,822.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, 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 112,427 shares
    Change vs previous 13F +18,902 shares

    0.45% of the 13F portfolio, value $18,644,840.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, 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 93,525 shares
    Change vs previous 13F -8,211 shares

    0.37% of the 13F portfolio, value $13,525,567.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, 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 101,736 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $16,487,264.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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