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Williams Jones & Associates LLC: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Williams Jones & Associates LLC on CB, newest first. How the timeline and the estimate are built.

Williams Jones & Associates LLC held 5,331 CB 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 5,331 shares
    Change vs previous 13F +610 shares

    0.02% of the 13F portfolio, value $785,000.

    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 4,721 shares
    Change vs previous 13F -20,366 shares

    0.01% of the 13F portfolio, value $661,000.

    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 25,087 shares
    Change vs previous 13F -68,730 shares

    0.09% of the 13F portfolio, value $3,241,000.

    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 93,817 shares
    Change vs previous 13F -1,701 shares

    0.25% of the 13F portfolio, value $12,538,000.

    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 95,518 shares
    Change vs previous 13F -14,847 shares

    0.27% of the 13F portfolio, value $12,133,000.

    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 110,365 shares
    Change vs previous 13F -7,158 shares

    0.35% of the 13F portfolio, value $15,095,000.

    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 117,523 shares
    Change vs previous 13F +175 shares

    0.39% of the 13F portfolio, value $17,174,000.

    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 117,348 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $16,728,000.

    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).