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Williams Jones & Associates LLC: WY position timeline

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

Williams Jones & Associates LLC held 135,729 WY 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 135,729 shares
    Change vs previous 13F +10,425 shares

    0.07% of the 13F portfolio, value $3,575,000.

    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 125,304 shares
    Change vs previous 13F +25,170 shares

    0.07% of the 13F portfolio, value $3,301,000.

    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 100,134 shares
    Change vs previous 13F -69,535 shares

    0.06% of the 13F portfolio, value $2,189,000.

    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 169,669 shares
    Change vs previous 13F -33,675 shares

    0.11% of the 13F portfolio, value $5,475,000.

    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 203,344 shares
    Change vs previous 13F -2,425 shares

    0.16% of the 13F portfolio, value $7,414,000.

    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 205,769 shares
    Change vs previous 13F -143,135 shares

    0.17% of the 13F portfolio, value $7,202,000.

    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 348,904 shares
    Change vs previous 13F +3,020 shares

    0.28% of the 13F portfolio, value $12,302,000.

    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 345,884 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $11,770,000.

    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).