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Williams Jones Wealth Management, LLC.: NOW position timeline

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

Williams Jones Wealth Management, LLC. held 9,254 NOW 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 9,254 shares
    Change vs previous 13F -1,361 shares

    0.01% of the 13F portfolio, value $918,737.

    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 10,615 shares
    Change vs previous 13F -2,475 shares

    0.01% of the 13F portfolio, value $1,109,798.

    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 13,090 shares
    Change vs previous 13F +8,787 shares

    0.02% of the 13F portfolio, value $2,005,257.

    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 4,303 shares
    Change vs previous 13F +354 shares

    0.05% of the 13F portfolio, value $3,959,965.

    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 3,949 shares
    Change vs previous 13F +1,582 shares

    0.05% of the 13F portfolio, value $4,059,888.

    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 2,367 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $1,884,463.

    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 2,364 shares
    Change vs previous 13F +6 shares

    0.03% of the 13F portfolio, value $2,506,124.

    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 2,358 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,108,972.

    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).