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Williams Jones Wealth Management, LLC.: LOW position timeline

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

Williams Jones Wealth Management, LLC. held 99,149 LOW 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 99,149 shares
    Change vs previous 13F -5,740 shares

    0.25% of the 13F portfolio, value $21,861,363.

    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 104,889 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $24,783,173.

    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 104,889 shares
    Change vs previous 13F -1,591 shares

    0.29% of the 13F portfolio, value $25,295,031.

    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 106,480 shares
    Change vs previous 13F -135 shares

    0.31% of the 13F portfolio, value $26,759,489.

    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 106,615 shares
    Change vs previous 13F -1,916 shares

    0.28% of the 13F portfolio, value $23,654,670.

    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 108,531 shares
    Change vs previous 13F -4,191 shares

    0.32% of the 13F portfolio, value $25,312,685.

    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 112,722 shares
    Change vs previous 13F -2,194 shares

    0.34% of the 13F portfolio, value $27,819,790.

    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 114,916 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $31,124,999.

    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).