Skip to content
Disclosery

Williams Jones Wealth Management, LLC.: ACGL position timeline

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

Williams Jones Wealth Management, LLC. held 121,824 ACGL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,824 shares
    Change vs previous 13F -894 shares

    0.13% of the 13F portfolio, value $11,824,237.

    13F-HR 0001104659-26-090796 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 122,718 shares
    Change vs previous 13F -1,041 shares

    0.14% of the 13F portfolio, value $11,779,701.

    13F-HR 0001104659-26-055404 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 123,759 shares
    Change vs previous 13F -5,109 shares

    0.13% of the 13F portfolio, value $11,870,963.

    13F-HR 0001104659-26-015161 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 128,868 shares
    Change vs previous 13F -981 shares

    0.13% of the 13F portfolio, value $11,692,194.

    13F-HR 0001104659-25-112450 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 129,849 shares
    Change vs previous 13F -4,485 shares

    0.14% of the 13F portfolio, value $11,822,751.

    13F-HR 0001104659-25-078575 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 134,334 shares
    Change vs previous 13F -1,025 shares

    0.17% of the 13F portfolio, value $12,920,244.

    13F-HR 0001104659-25-049421 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 135,359 shares
    Change vs previous 13F -3,896 shares

    0.15% of the 13F portfolio, value $12,500,404.

    13F-HR 0001104659-25-013487 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 139,255 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $15,579,849.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).