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Williams Jones Wealth Management, LLC.: IDXX position timeline

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

Williams Jones Wealth Management, LLC. held 261,303 IDXX 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 261,303 shares
    Change vs previous 13F -2,210 shares

    1.55% of the 13F portfolio, value $137,560,352.

    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 263,513 shares
    Change vs previous 13F -4,252 shares

    1.82% of the 13F portfolio, value $148,065,320.

    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 267,765 shares
    Change vs previous 13F -5,140 shares

    2.05% of the 13F portfolio, value $181,151,055.

    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 272,905 shares
    Change vs previous 13F -4,583 shares

    2% of the 13F portfolio, value $174,356,276.

    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 277,488 shares
    Change vs previous 13F -17,850 shares

    1.78% of the 13F portfolio, value $148,827,914.

    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 295,338 shares
    Change vs previous 13F -29,183 shares

    1.58% of the 13F portfolio, value $124,027,193.

    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 324,521 shares
    Change vs previous 13F -16,932 shares

    1.62% of the 13F portfolio, value $134,169,962.

    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 341,453 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $172,508,885.

    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).