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Disclosery

Williams Jones & Associates LLC: WMB position timeline

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

Williams Jones & Associates LLC held 31,812 WMB 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 31,812 shares
    Change vs previous 13F -1,314 shares

    0.02% of the 13F portfolio, value $892,000.

    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 33,126 shares
    Change vs previous 13F +1,974 shares

    0.02% of the 13F portfolio, value $951,000.

    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 31,152 shares
    Change vs previous 13F -15,238 shares

    0.02% of the 13F portfolio, value $687,000.

    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 46,390 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,261,000.

    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).