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Williams Jones Wealth Management, LLC.: MTD position timeline

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

Williams Jones Wealth Management, LLC. held 111,624 MTD 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 111,624 shares
    Change vs previous 13F +4,136 shares

    1.61% of the 13F portfolio, value $142,600,776.

    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 107,488 shares
    Change vs previous 13F +2,223 shares

    1.67% of the 13F portfolio, value $135,563,866.

    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 105,265 shares
    Change vs previous 13F +855 shares

    1.66% of the 13F portfolio, value $146,759,410.

    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 104,410 shares
    Change vs previous 13F -776 shares

    1.47% of the 13F portfolio, value $128,174,760.

    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 105,186 shares
    Change vs previous 13F -699 shares

    1.48% of the 13F portfolio, value $123,564,098.

    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 105,885 shares
    Change vs previous 13F -1,621 shares

    1.6% of the 13F portfolio, value $125,040,655.

    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 107,506 shares
    Change vs previous 13F -5,759 shares

    1.59% of the 13F portfolio, value $131,552,942.

    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 113,265 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $169,863,520.

    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).