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Williams Jones Wealth Management, LLC.: FANG position timeline

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

Williams Jones Wealth Management, LLC. held 5,499 FANG 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 5,499 shares
    Change vs previous 13F +1,255 shares

    0.01% of the 13F portfolio, value $966,614.

    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 4,244 shares
    Change vs previous 13F +1,752 shares

    0.01% of the 13F portfolio, value $839,421.

    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 2,492 shares
    Change vs previous 13F -1,975 shares

    <0.01% of the 13F portfolio, value $374,622.

    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 4,467 shares
    Change vs previous 13F -3,339 shares

    0.01% of the 13F portfolio, value $639,228.

    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 7,806 shares
    Change vs previous 13F -1,280 shares

    0.01% of the 13F portfolio, value $1,072,544.

    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 9,086 shares
    Change vs previous 13F -1,703 shares

    0.02% of the 13F portfolio, value $1,452,670.

    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 10,789 shares
    Change vs previous 13F +3,350 shares

    0.02% of the 13F portfolio, value $1,767,562.

    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 7,439 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,282,484.

    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).