Skip to content
Disclosery

Williams Jones & Associates LLC: WEX position timeline

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

Williams Jones & Associates LLC held 240,875 WEX 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 240,875 shares
    Change vs previous 13F -3,324 shares

    1.04% of the 13F portfolio, value $50,126,000.

    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 244,199 shares
    Change vs previous 13F +1,082 shares

    1.04% of the 13F portfolio, value $46,884,000.

    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 243,117 shares
    Change vs previous 13F +749 shares

    0.92% of the 13F portfolio, value $34,051,000.

    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 242,368 shares
    Change vs previous 13F -1,982 shares

    0.98% of the 13F portfolio, value $48,658,000.

    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 244,350 shares
    Change vs previous 13F -2,635 shares

    1.03% of the 13F portfolio, value $46,544,000.

    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 246,985 shares
    Change vs previous 13F -600 shares

    0.9% of the 13F portfolio, value $38,683,000.

    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 247,585 shares
    Change vs previous 13F -875 shares

    0.79% of the 13F portfolio, value $34,966,000.

    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 248,460 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $27,882,000.

    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).