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Williams Jones Wealth Management, LLC.: HD position timeline

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

Williams Jones Wealth Management, LLC. held 158,206 HD 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 158,206 shares
    Change vs previous 13F -25,282 shares

    0.63% of the 13F portfolio, value $55,796,092.

    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 183,488 shares
    Change vs previous 13F -56,694 shares

    0.74% of the 13F portfolio, value $60,347,368.

    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 240,182 shares
    Change vs previous 13F -61,398 shares

    0.93% of the 13F portfolio, value $82,646,626.

    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 301,580 shares
    Change vs previous 13F -1,819 shares

    1.4% of the 13F portfolio, value $122,196,998.

    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 303,399 shares
    Change vs previous 13F -3,703 shares

    1.33% of the 13F portfolio, value $111,238,026.

    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 307,102 shares
    Change vs previous 13F -7,069 shares

    1.44% of the 13F portfolio, value $112,549,629.

    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 314,171 shares
    Change vs previous 13F -6,250 shares

    1.47% of the 13F portfolio, value $122,209,431.

    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 320,421 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $129,834,387.

    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).