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Williams Jones Wealth Management, LLC.: ACN position timeline

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

Williams Jones Wealth Management, LLC. held 3,624 ACN 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 3,624 shares
    Change vs previous 13F -90,038 shares

    0.01% of the 13F portfolio, value $450,971.

    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 93,662 shares
    Change vs previous 13F -138,885 shares

    0.23% of the 13F portfolio, value $18,572,238.

    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 232,547 shares
    Change vs previous 13F -51,468 shares

    0.7% of the 13F portfolio, value $62,392,361.

    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 284,015 shares
    Change vs previous 13F -196,813 shares

    0.8% of the 13F portfolio, value $70,038,099.

    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 480,828 shares
    Change vs previous 13F -91,277 shares

    1.72% of the 13F portfolio, value $143,714,681.

    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 572,105 shares
    Change vs previous 13F -20,430 shares

    2.28% of the 13F portfolio, value $178,519,644.

    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 592,535 shares
    Change vs previous 13F -14,471 shares

    2.51% of the 13F portfolio, value $208,447,888.

    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 607,006 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $214,564,481.

    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).