Skip to content
Disclosery

Williams Jones Wealth Management, LLC.: AMT position timeline

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

Williams Jones Wealth Management, LLC. held 50,598 AMT 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 50,598 shares
    Change vs previous 13F -2,734 shares

    0.09% of the 13F portfolio, value $8,276,315.

    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 53,332 shares
    Change vs previous 13F -2,425 shares

    0.11% of the 13F portfolio, value $9,204,037.

    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 55,757 shares
    Change vs previous 13F -2,719 shares

    0.11% of the 13F portfolio, value $9,789,256.

    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 58,476 shares
    Change vs previous 13F -132 shares

    0.13% of the 13F portfolio, value $11,246,104.

    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 58,608 shares
    Change vs previous 13F -441 shares

    0.15% of the 13F portfolio, value $12,953,540.

    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 59,049 shares
    Change vs previous 13F -895 shares

    0.16% of the 13F portfolio, value $12,849,062.

    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 59,944 shares
    Change vs previous 13F -1,652 shares

    0.13% of the 13F portfolio, value $10,994,329.

    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 61,596 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $14,324,766.

    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).