Skip to content
Disclosery

Williams Jones Wealth Management, LLC.: DOV position timeline

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

Williams Jones Wealth Management, LLC. held 525,566 DOV 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 525,566 shares
    Change vs previous 13F -325 shares

    1.33% of the 13F portfolio, value $117,873,943.

    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 525,891 shares
    Change vs previous 13F -9,862 shares

    1.35% of the 13F portfolio, value $109,621,979.

    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 535,753 shares
    Change vs previous 13F -3,578 shares

    1.18% of the 13F portfolio, value $104,600,415.

    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 539,331 shares
    Change vs previous 13F -477 shares

    1.03% of the 13F portfolio, value $89,976,590.

    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 539,808 shares
    Change vs previous 13F -576 shares

    1.18% of the 13F portfolio, value $98,909,020.

    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 540,384 shares
    Change vs previous 13F -13,437 shares

    1.21% of the 13F portfolio, value $94,934,661.

    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 553,821 shares
    Change vs previous 13F -5,495 shares

    1.25% of the 13F portfolio, value $103,896,819.

    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 559,316 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $107,243,250.

    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).