Williams Jones Wealth Management, LLC.: AMP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Williams Jones Wealth Management, LLC. on AMP, newest first. How the timeline and the estimate are built.
Williams Jones Wealth Management, LLC. held 1,196 AMP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 1,196 sharesChange vs previous 13F +6 shares
0.01% of the 13F portfolio, value $548,677.
13F-HR 0001104659-26-090796 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,190 sharesChange vs previous 13F +282 shares
0.01% of the 13F portfolio, value $528,836.
13F-HR 0001104659-26-055404 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 908 sharesChange vs previous 13F +18 shares
0.01% of the 13F portfolio, value $445,229.
13F-HR 0001104659-26-015161 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 890 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $437,213.
13F-HR 0001104659-25-112450 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 890 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $475,020.
13F-HR 0001104659-25-078575 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 890 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $430,858.
13F-HR 0001104659-25-049421 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 890 sharesChange vs previous 13F -309 shares
0.01% of the 13F portfolio, value $473,863.
13F-HR 0001104659-25-013487 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,199 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $563,302.
13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).