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Williams Jones & Associates LLC: WMT position timeline

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

Williams Jones & Associates LLC held 6,568 WMT 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 6,568 shares
    Change vs previous 13F -642 shares

    0.02% of the 13F portfolio, value $726,000.

    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 7,210 shares
    Change vs previous 13F +18 shares

    0.02% of the 13F portfolio, value $703,000.

    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 7,192 shares
    Change vs previous 13F +140 shares

    0.02% of the 13F portfolio, value $670,000.

    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 7,052 shares
    Change vs previous 13F -1,083 shares

    0.01% of the 13F portfolio, value $662,000.

    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 8,135 shares
    Change vs previous 13F -165 shares

    0.02% of the 13F portfolio, value $697,000.

    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 8,300 shares
    Change vs previous 13F +130 shares

    0.02% of the 13F portfolio, value $738,000.

    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 8,170 shares
    Change vs previous 13F +500 shares

    0.02% of the 13F portfolio, value $807,000.

    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 7,670 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $599,000.

    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).