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Williams Jones Wealth Management, LLC.: MLM position timeline

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

Williams Jones Wealth Management, LLC. held 21,747 MLM 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 21,747 shares
    Change vs previous 13F +549 shares

    0.14% of the 13F portfolio, value $12,541,495.

    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 21,198 shares
    Change vs previous 13F -132 shares

    0.15% of the 13F portfolio, value $12,478,839.

    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 21,330 shares
    Change vs previous 13F +291 shares

    0.15% of the 13F portfolio, value $13,281,338.

    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 21,039 shares
    Change vs previous 13F +463 shares

    0.15% of the 13F portfolio, value $13,260,461.

    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 20,576 shares
    Change vs previous 13F +462 shares

    0.14% of the 13F portfolio, value $11,295,401.

    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 20,114 shares
    Change vs previous 13F -14,619 shares

    0.12% of the 13F portfolio, value $9,617,107.

    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 34,733 shares
    Change vs previous 13F -3,585 shares

    0.22% of the 13F portfolio, value $17,939,595.

    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 38,318 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $20,624,664.

    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).