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Williams Jones Wealth Management, LLC.: CCI position timeline

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

Williams Jones Wealth Management, LLC. held 114,655 CCI 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 114,655 shares
    Change vs previous 13F -30,068 shares

    0.1% of the 13F portfolio, value $8,682,823.

    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 144,723 shares
    Change vs previous 13F -15,032 shares

    0.14% of the 13F portfolio, value $11,767,427.

    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 159,755 shares
    Change vs previous 13F -18,044 shares

    0.16% of the 13F portfolio, value $14,197,427.

    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 177,799 shares
    Change vs previous 13F -7,018 shares

    0.2% of the 13F portfolio, value $17,155,826.

    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 184,817 shares
    Change vs previous 13F -5,143 shares

    0.23% of the 13F portfolio, value $18,986,250.

    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 189,960 shares
    Change vs previous 13F -12,968 shares

    0.25% of the 13F portfolio, value $19,799,531.

    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 202,928 shares
    Change vs previous 13F -21,743 shares

    0.22% of the 13F portfolio, value $18,417,745.

    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 224,671 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $26,652,721.

    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).