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Williams Jones Wealth Management, LLC.: FCNTX position timeline

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

Williams Jones Wealth Management, LLC. held 109,435 FCNTX 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 109,435 shares
    Change vs previous 13F +10,133 shares

    0.03% of the 13F portfolio, value $2,932,857.

    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 99,302 shares
    Change vs previous 13F -11,182 shares

    0.03% of the 13F portfolio, value $2,279,973.

    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 110,484 shares
    Change vs previous 13F +4,059 shares

    0.03% of the 13F portfolio, value $2,684,757.

    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 106,425 shares
    Change vs previous 13F -4,357 shares

    0.03% of the 13F portfolio, value $2,635,080.

    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 110,782 shares
    Change vs previous 13F -8,409 shares

    0.03% of the 13F portfolio, value $2,584,551.

    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 119,191 shares
    Change vs previous 13F +38 shares

    0.03% of the 13F portfolio, value $2,386,212.

    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 119,153 shares
    Change vs previous 13F +25,285 shares

    0.03% of the 13F portfolio, value $2,505,789.

    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 93,868 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,981,548.

    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).