Skip to content
Disclosery

Forum Financial Management, LP: JNJ position timeline

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

Forum Financial Management, LP held 12,625 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,625 shares
    Change vs previous 13F +768 shares

    0.04% of the 13F portfolio, value $3,206,320.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
    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 11,857 shares
    Change vs previous 13F -23,577 shares

    0.04% of the 13F portfolio, value $2,898,296.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
    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 35,434 shares
    Change vs previous 13F -109 shares

    0.1% of the 13F portfolio, value $7,333,227.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
    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 35,543 shares
    Change vs previous 13F +2,114 shares

    0.09% of the 13F portfolio, value $6,590,469.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
    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 33,429 shares
    Change vs previous 13F +1,372 shares

    0.08% of the 13F portfolio, value $5,106,209.

    13F-HR 0001911832-25-000007 filed by Forum Financial Management, LP
    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 32,057 shares
    Change vs previous 13F -352 shares

    0.09% of the 13F portfolio, value $5,316,307.

    13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
    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/A 32,409 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,686,929.

    13F-HR/A 0001911832-25-000003 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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