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Williams Jones Wealth Management, LLC.: DHR position timeline

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

Williams Jones Wealth Management, LLC. held 434,425 DHR 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 434,425 shares
    Change vs previous 13F -31,015 shares

    0.93% of the 13F portfolio, value $82,749,274.

    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 465,440 shares
    Change vs previous 13F +9,669 shares

    1.08% of the 13F portfolio, value $88,247,424.

    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 455,771 shares
    Change vs previous 13F +18,430 shares

    1.18% of the 13F portfolio, value $104,335,097.

    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 437,341 shares
    Change vs previous 13F -1,724 shares

    0.99% of the 13F portfolio, value $86,707,248.

    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 439,065 shares
    Change vs previous 13F -28,534 shares

    1.04% of the 13F portfolio, value $86,732,900.

    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 467,599 shares
    Change vs previous 13F -16,805 shares

    1.22% of the 13F portfolio, value $95,857,795.

    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 484,404 shares
    Change vs previous 13F -22,982 shares

    1.34% of the 13F portfolio, value $111,194,938.

    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 507,386 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $141,063,456.

    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).