Skip to content

Williams Jones & Associates LLC: TD position timeline

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

Williams Jones & Associates LLC held 25,475 TD 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 25,475 shares
    Change vs previous 13F +1,515 shares

    0.03% of the 13F portfolio, value $1,487,000.

    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 23,960 shares
    Change vs previous 13F -35,459 shares

    0.03% of the 13F portfolio, value $1,302,000.

    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 59,419 shares
    Change vs previous 13F -5,970 shares

    0.08% of the 13F portfolio, value $2,954,000.

    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 65,389 shares
    Change vs previous 13F -17,160 shares

    0.08% of the 13F portfolio, value $3,976,000.

    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 82,549 shares
    Change vs previous 13F -6,980 shares

    0.11% of the 13F portfolio, value $4,776,000.

    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 89,529 shares
    Change vs previous 13F -400 shares

    0.12% of the 13F portfolio, value $5,090,000.

    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 89,929 shares
    Change vs previous 13F +1,730 shares

    0.12% of the 13F portfolio, value $5,268,000.

    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 88,199 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,963,000.

    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).