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Williams Jones Wealth Management, LLC.: GS position timeline

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

Williams Jones Wealth Management, LLC. held 61,162 GS 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 61,162 shares
    Change vs previous 13F -2,956 shares

    0.7% of the 13F portfolio, value $61,857,412.

    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 64,118 shares
    Change vs previous 13F -602 shares

    0.67% of the 13F portfolio, value $54,243,187.

    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 64,720 shares
    Change vs previous 13F -425 shares

    0.64% of the 13F portfolio, value $56,888,880.

    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 65,145 shares
    Change vs previous 13F +2,600 shares

    0.59% of the 13F portfolio, value $51,878,221.

    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 62,545 shares
    Change vs previous 13F +513 shares

    0.53% of the 13F portfolio, value $44,266,224.

    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 62,032 shares
    Change vs previous 13F +4,472 shares

    0.43% of the 13F portfolio, value $33,887,461.

    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 57,560 shares
    Change vs previous 13F +2,067 shares

    0.4% of the 13F portfolio, value $32,960,057.

    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 55,493 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $27,475,139.

    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).