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Disclosery

Williams Jones Wealth Management, LLC.: CL position timeline

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

Williams Jones Wealth Management, LLC. held 80,432 CL 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 80,432 shares
    Change vs previous 13F -4,301 shares

    0.08% of the 13F portfolio, value $7,374,006.

    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 84,733 shares
    Change vs previous 13F -2,472 shares

    0.09% of the 13F portfolio, value $7,221,794.

    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 87,205 shares
    Change vs previous 13F -4,152 shares

    0.08% of the 13F portfolio, value $6,890,939.

    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 91,357 shares
    Change vs previous 13F -1,756 shares

    0.08% of the 13F portfolio, value $7,303,079.

    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 93,113 shares
    Change vs previous 13F -2,200 shares

    0.1% of the 13F portfolio, value $8,463,972.

    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 95,313 shares
    Change vs previous 13F -6,170 shares

    0.11% of the 13F portfolio, value $8,930,828.

    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 101,483 shares
    Change vs previous 13F -2,763 shares

    0.11% of the 13F portfolio, value $9,225,820.

    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 104,246 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,821,777.

    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).