Williams Jones & Associates LLC: WES position timeline

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

Williams Jones & Associates LLC held 34,678 WES shares at 2019-06-30 per its 13F-HR filed 2019-08-14.

the latest 13F is the newest step

period ended2019-06-30
13F 34,678 shares
Change vs previous 13F -7,564 shares
0.02% of the 13F portfolio, value $1,067,000.
13F-HR 0001104659-19-045786 filed by Williams Jones & Associates LLC
Filed 2019-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2019-03-31
13F 42,242 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $1,325,000.
13F-HR 0001104659-19-029128 filed by Williams Jones & Associates LLC
Filed 2019-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:56:23 UTC
Acceptance time not in the bulk data set (spec §4.2).