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Williams Jones Wealth Management, LLC.: EBC position timeline

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

Williams Jones Wealth Management, LLC. held 151,390 EBC 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 151,390 shares
    Change vs previous 13F -1,250 shares

    0.04% of the 13F portfolio, value $3,366,914.

    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 152,640 shares
    Change vs previous 13F -9,073 shares

    0.04% of the 13F portfolio, value $2,985,638.

    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 161,713 shares
    Change vs previous 13F +123,280 shares

    0.03% of the 13F portfolio, value $2,980,371.

    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 38,433 shares
    Change vs previous 13F +12,793 shares

    0.01% of the 13F portfolio, value $697,559.

    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 25,640 shares
    Change vs previous 13F -500 shares

    <0.01% of the 13F portfolio, value $391,523.

    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 26,140 shares
    Change vs previous 13F -500 shares

    0.01% of the 13F portfolio, value $428,696.

    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 26,640 shares
    Change vs previous 13F -500 shares

    0.01% of the 13F portfolio, value $459,540.

    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 27,140 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $444,825.

    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).