Skip to content
Disclosery

Williams Jones Wealth Management, LLC.: ET position timeline

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

Williams Jones Wealth Management, LLC. held 748,661 ET 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 748,661 shares
    Change vs previous 13F -17,500 shares

    0.16% of the 13F portfolio, value $14,314,398.

    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 766,161 shares
    Change vs previous 13F -3,770 shares

    0.18% of the 13F portfolio, value $14,786,907.

    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 769,931 shares
    Change vs previous 13F -41,100 shares

    0.14% of the 13F portfolio, value $12,696,162.

    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 811,031 shares
    Change vs previous 13F +7,000 shares

    0.16% of the 13F portfolio, value $13,917,292.

    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 804,031 shares
    Change vs previous 13F +7,900 shares

    0.17% of the 13F portfolio, value $14,577,082.

    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 796,131 shares
    Change vs previous 13F -15,327 shares

    0.19% of the 13F portfolio, value $14,800,075.

    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 811,458 shares
    Change vs previous 13F -26,826 shares

    0.19% of the 13F portfolio, value $15,896,461.

    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 838,284 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $13,454,458.

    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).