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Disclosery

Synergy Asset Management, LLC: JNJ position timeline

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

Synergy Asset Management, LLC held 4,231 JNJ shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,231 shares
    Change vs previous 13F -528 shares

    0.1% of the 13F portfolio, value $1,074,547.

    13F-HR 0001699080-26-000007 filed by Synergy Asset Management, 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 4,759 shares
    Change vs previous 13F +817 shares

    0.12% of the 13F portfolio, value $1,163,290.

    13F-HR 0001699080-26-000005 filed by Synergy Asset Management, 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 3,942 shares
    Change vs previous 13F -14,829 shares

    0.08% of the 13F portfolio, value $815,797.

    13F-HR 0001699080-26-000002 filed by Synergy Asset Management, 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 18,771 shares
    Change vs previous 13F +13,418 shares

    0.11% of the 13F portfolio, value $3,130,754.

    13F-HR 0001699080-25-000007 filed by Synergy Asset Management, 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 5,353 shares
    Change vs previous 13F +286 shares

    0.09% of the 13F portfolio, value $817,671.

    13F-HR 0001699080-25-000006 filed by Synergy Asset Management, 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 5,067 shares
    Change vs previous 13F -7,667 shares

    0.11% of the 13F portfolio, value $840,311.

    13F-HR 0001699080-25-000004 filed by Synergy Asset Management, 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 12,734 shares
    Change vs previous 13F +6,844 shares

    0.15% of the 13F portfolio, value $1,940,267.

    13F-HR 0001699080-25-000002 filed by Synergy Asset Management, 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 5,890 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $954,595.

    13F-HR 0001699080-24-000007 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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