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Williams Jones Wealth Management, LLC.: J position timeline

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

Williams Jones Wealth Management, LLC. held 113,877 J 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 113,877 shares
    Change vs previous 13F -49,385 shares

    0.16% of the 13F portfolio, value $14,348,477.

    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 163,262 shares
    Change vs previous 13F -24,733 shares

    0.26% of the 13F portfolio, value $20,779,987.

    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 187,995 shares
    Change vs previous 13F -3,009 shares

    0.28% of the 13F portfolio, value $24,901,818.

    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 191,004 shares
    Change vs previous 13F -4,406 shares

    0.33% of the 13F portfolio, value $28,623,859.

    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 195,410 shares
    Change vs previous 13F +7,411 shares

    0.31% of the 13F portfolio, value $25,686,645.

    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 187,999 shares
    Change vs previous 13F -30,093 shares

    0.29% of the 13F portfolio, value $22,727,199.

    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 218,092 shares
    Change vs previous 13F -5,711 shares

    0.35% of the 13F portfolio, value $29,141,453.

    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 223,803 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $29,295,813.

    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).