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Williams Jones Wealth Management, LLC.: BRK-B position timeline

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

Williams Jones Wealth Management, LLC. held 245,649 BRK-B 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 245,649 shares
    Change vs previous 13F -13,629 shares

    1.39% of the 13F portfolio, value $122,920,303.

    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 259,278 shares
    Change vs previous 13F -4,643 shares

    1.53% of the 13F portfolio, value $124,246,017.

    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 263,921 shares
    Change vs previous 13F -2,686 shares

    1.5% of the 13F portfolio, value $132,659,890.

    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 266,607 shares
    Change vs previous 13F +669 shares

    1.53% of the 13F portfolio, value $134,034,003.

    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 265,938 shares
    Change vs previous 13F -405 shares

    1.54% of the 13F portfolio, value $129,184,703.

    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 266,343 shares
    Change vs previous 13F -3,714 shares

    1.81% of the 13F portfolio, value $141,848,955.

    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 270,057 shares
    Change vs previous 13F -4,979 shares

    1.48% of the 13F portfolio, value $122,411,437.

    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 275,036 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $126,588,069.

    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).