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Williams Jones Wealth Management, LLC.: DELL position timeline

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

Williams Jones Wealth Management, LLC. held 10,988 DELL 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 10,988 shares
    Change vs previous 13F +2,296 shares

    0.05% of the 13F portfolio, value $4,740,882.

    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 8,692 shares
    Change vs previous 13F -124,055 shares

    0.02% of the 13F portfolio, value $1,426,618.

    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 132,747 shares
    Change vs previous 13F -71,036 shares

    0.19% of the 13F portfolio, value $16,710,192.

    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 203,783 shares
    Change vs previous 13F +120,643 shares

    0.33% of the 13F portfolio, value $28,890,316.

    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 83,140 shares
    Change vs previous 13F -3,050 shares

    0.12% of the 13F portfolio, value $10,192,964.

    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 86,190 shares
    Change vs previous 13F -78,140 shares

    0.1% of the 13F portfolio, value $7,856,219.

    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 164,330 shares
    Change vs previous 13F +70,812 shares

    0.23% of the 13F portfolio, value $18,937,389.

    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 93,518 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $11,085,624.

    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).