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Williams Jones Wealth Management, LLC.: JEDI position timeline

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

Williams Jones Wealth Management, LLC. held 305,377 JEDI 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 305,377 shares
    Change vs previous 13F -34,773 shares

    0.1% of the 13F portfolio, value $8,871,202.

    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 340,150 shares
    Change vs previous 13F +186,900 shares

    0.11% of the 13F portfolio, value $8,701,037.

    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 153,250 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,719,485.

    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).