Skip to content
Disclosery

Williams Jones Wealth Management, LLC.: ONEXF position timeline

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

Williams Jones Wealth Management, LLC. held 485,004 ONEXF 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 485,004 shares
    Change vs previous 13F -8,210 shares

    0.41% of the 13F portfolio, value $36,118,248.

    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 493,214 shares
    Change vs previous 13F -2,030 shares

    0.44% of the 13F portfolio, value $35,993,875.

    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 495,244 shares
    Change vs previous 13F -5,442 shares

    0.46% of the 13F portfolio, value $40,762,722.

    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 500,686 shares
    Change vs previous 13F -297 shares

    0.51% of the 13F portfolio, value $44,417,898.

    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 500,983 shares
    Change vs previous 13F -248 shares

    0.49% of the 13F portfolio, value $41,279,081.

    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 501,231 shares
    Change vs previous 13F -14,624 shares

    0.43% of the 13F portfolio, value $33,558,258.

    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 515,855 shares
    Change vs previous 13F -22,289 shares

    0.49% of the 13F portfolio, value $40,295,116.

    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 538,144 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $37,694,748.

    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).