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Williams Jones Wealth Management, LLC.: BX position timeline

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

Williams Jones Wealth Management, LLC. held 454,800 BX 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 454,800 shares
    Change vs previous 13F -27,967 shares

    0.6% of the 13F portfolio, value $53,516,362.

    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 482,767 shares
    Change vs previous 13F -45,180 shares

    0.68% of the 13F portfolio, value $55,513,422.

    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 527,947 shares
    Change vs previous 13F +7,230 shares

    0.92% of the 13F portfolio, value $81,377,811.

    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 520,717 shares
    Change vs previous 13F -536 shares

    1.02% of the 13F portfolio, value $88,964,566.

    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 521,253 shares
    Change vs previous 13F -3,879 shares

    0.93% of the 13F portfolio, value $77,969,082.

    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 525,132 shares
    Change vs previous 13F -8,395 shares

    0.94% of the 13F portfolio, value $73,403,005.

    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 533,527 shares
    Change vs previous 13F -23,827 shares

    1.11% of the 13F portfolio, value $91,990,793.

    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 557,354 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $85,347,678.

    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).