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Williams Jones Wealth Management, LLC.: CARR position timeline

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

Williams Jones Wealth Management, LLC. held 30,424 CARR 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 30,424 shares
    Change vs previous 13F -4,459 shares

    0.03% of the 13F portfolio, value $2,231,600.

    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 34,883 shares
    Change vs previous 13F -4,257 shares

    0.02% of the 13F portfolio, value $1,964,262.

    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 39,140 shares
    Change vs previous 13F -151,695 shares

    0.02% of the 13F portfolio, value $2,068,158.

    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 190,835 shares
    Change vs previous 13F -12,696 shares

    0.13% of the 13F portfolio, value $11,392,850.

    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 203,531 shares
    Change vs previous 13F -47,751 shares

    0.18% of the 13F portfolio, value $14,896,434.

    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 251,282 shares
    Change vs previous 13F -61,705 shares

    0.2% of the 13F portfolio, value $15,931,279.

    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 312,987 shares
    Change vs previous 13F +10,496 shares

    0.26% of the 13F portfolio, value $21,364,493.

    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 302,491 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $24,347,501.

    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).