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Williams Jones Wealth Management, LLC.: IBB position timeline

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

Williams Jones Wealth Management, LLC. held 33,917 IBB 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 33,917 shares
    Change vs previous 13F -1,300 shares

    0.07% of the 13F portfolio, value $6,450,674.

    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 35,217 shares
    Change vs previous 13F -300 shares

    0.07% of the 13F portfolio, value $5,946,390.

    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 35,517 shares
    Change vs previous 13F -468 shares

    0.07% of the 13F portfolio, value $5,994,204.

    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 35,985 shares
    Change vs previous 13F -4,100 shares

    0.06% of the 13F portfolio, value $5,195,154.

    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 40,085 shares
    Change vs previous 13F -3,023 shares

    0.06% of the 13F portfolio, value $5,071,153.

    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 43,108 shares
    Change vs previous 13F -4,294 shares

    0.07% of the 13F portfolio, value $5,513,513.

    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 47,402 shares
    Change vs previous 13F -7,424 shares

    0.08% of the 13F portfolio, value $6,267,018.

    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 54,826 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,982,666.

    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).