Williams Jones & Associates LLC: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Williams Jones & Associates LLC on BRK-B, newest first. How the timeline and the estimate are built.
Williams Jones & Associates LLC held 324,536 BRK-B shares at 2019-06-30 per its 13F-HR filed 2019-08-14.
the latest 13F is the newest step
- period ended2019-06-3013F 324,536 sharesChange vs previous 13F -2,017 shares
1.43% of the 13F portfolio, value $69,181,000.
13F-HR 0001104659-19-045786 filed by Williams Jones & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-03-3113F 326,553 sharesChange vs previous 13F +15,033 shares
1.45% of the 13F portfolio, value $65,601,000.
13F-HR 0001104659-19-029128 filed by Williams Jones & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-12-3113F 311,520 sharesChange vs previous 13F +7,280 shares
1.73% of the 13F portfolio, value $63,606,000.
13F-HR 0001104659-19-008445 filed by Williams Jones & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-09-3013F 304,240 sharesChange vs previous 13F -2,157 shares
1.31% of the 13F portfolio, value $65,141,000.
13F-HR 0001104659-18-068252 filed by Williams Jones & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-06-3013F 306,397 sharesChange vs previous 13F +11,054 shares
1.26% of the 13F portfolio, value $57,189,000.
13F-HR 0001104659-18-051756 filed by Williams Jones & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-03-3113F 295,343 sharesChange vs previous 13F +14,302 shares
1.37% of the 13F portfolio, value $58,915,000.
13F-HR 0001104659-18-033307 filed by Williams Jones & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2017-12-3113F 281,041 sharesChange vs previous 13F +31,346 shares
1.26% of the 13F portfolio, value $55,708,000.
13F-HR 0001104659-18-009368 filed by Williams Jones & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2017-09-3013F 249,695 sharesChange vs previous 13F not available
1.13% of the 13F portfolio, value $45,774,000.
13F-HR 0001104659-17-068370 filed by Williams Jones & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).