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Williams Jones Wealth Management, LLC.: AMTM position timeline

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

Williams Jones Wealth Management, LLC. held 31,209 AMTM 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 31,209 shares
    Change vs previous 13F -1,306 shares

    0.01% of the 13F portfolio, value $645,090.

    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 32,515 shares
    Change vs previous 13F -2,977 shares

    0.01% of the 13F portfolio, value $847,991.

    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 35,492 shares
    Change vs previous 13F -1,217 shares

    0.01% of the 13F portfolio, value $1,029,268.

    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 36,709 shares
    Change vs previous 13F -10,951 shares

    0.01% of the 13F portfolio, value $879,181.

    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 47,660 shares
    Change vs previous 13F +9,550 shares

    0.01% of the 13F portfolio, value $1,125,253.

    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 38,110 shares
    Change vs previous 13F -2,935 shares

    0.01% of the 13F portfolio, value $693,602.

    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 41,045 shares
    Change vs previous 13F -182,758 shares

    0.01% of the 13F portfolio, value $863,176.

    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 223,803 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,217,647.

    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).