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
- period ended2019-06-3013F 135,729 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-03-3113F 125,304 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-12-3113F 100,134 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-09-3013F 169,669 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-06-3013F 203,344 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-03-3113F 205,769 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2017-12-3113F 348,904 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2017-09-3013F 345,884 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).