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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

  1. period ended2019-06-30
    13F 324,536 shares
    Change 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), ingested

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

  2. period ended2019-03-31
    13F 326,553 shares
    Change 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), ingested

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

  3. period ended2018-12-31
    13F 311,520 shares
    Change 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), ingested

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

  4. period ended2018-09-30
    13F 304,240 shares
    Change 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), ingested

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

  5. period ended2018-06-30
    13F 306,397 shares
    Change 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), ingested

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

  6. period ended2018-03-31
    13F 295,343 shares
    Change 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), ingested

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

  7. period ended2017-12-31
    13F 281,041 shares
    Change 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), ingested

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

  8. period ended2017-09-30
    13F 249,695 shares
    Change 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), ingested

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