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Williams Jones Wealth Management, LLC.: PAYX position timeline

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

Williams Jones Wealth Management, LLC. held 35,010 PAYX 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 35,010 shares
    Change vs previous 13F -13,295 shares

    0.04% of the 13F portfolio, value $3,442,533.

    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 48,305 shares
    Change vs previous 13F -18,920 shares

    0.05% of the 13F portfolio, value $4,449,857.

    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 67,225 shares
    Change vs previous 13F -5,790 shares

    0.09% of the 13F portfolio, value $7,541,301.

    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 73,015 shares
    Change vs previous 13F -385 shares

    0.11% of the 13F portfolio, value $9,255,381.

    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 73,400 shares
    Change vs previous 13F -191 shares

    0.13% of the 13F portfolio, value $10,676,764.

    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 73,591 shares
    Change vs previous 13F +650 shares

    0.15% of the 13F portfolio, value $11,353,619.

    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 72,941 shares
    Change vs previous 13F -1,195 shares

    0.12% of the 13F portfolio, value $10,227,787.

    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 74,136 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $9,948,310.

    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).