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Williams Jones Wealth Management, LLC.: ADP position timeline

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

Williams Jones Wealth Management, LLC. held 525,325 ADP 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 525,325 shares
    Change vs previous 13F -14,300 shares

    1.33% of the 13F portfolio, value $117,646,439.

    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 539,625 shares
    Change vs previous 13F -9,079 shares

    1.35% of the 13F portfolio, value $109,640,912.

    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 548,704 shares
    Change vs previous 13F -16,827 shares

    1.59% of the 13F portfolio, value $141,143,129.

    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 565,531 shares
    Change vs previous 13F -4,951 shares

    1.9% of the 13F portfolio, value $165,983,349.

    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 570,482 shares
    Change vs previous 13F -2,183 shares

    2.1% of the 13F portfolio, value $175,936,648.

    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 572,665 shares
    Change vs previous 13F -8,441 shares

    2.24% of the 13F portfolio, value $174,966,338.

    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 581,106 shares
    Change vs previous 13F -14,619 shares

    2.05% of the 13F portfolio, value $170,107,159.

    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 595,725 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $164,854,979.

    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).