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Williams Jones Wealth Management, LLC.: PDI position timeline

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

Williams Jones Wealth Management, LLC. held 74,532 PDI 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 74,532 shares
    Change vs previous 13F -12,853 shares

    0.01% of the 13F portfolio, value $1,244,677.

    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 87,385 shares
    Change vs previous 13F -11,514 shares

    0.02% of the 13F portfolio, value $1,495,150.

    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 98,899 shares
    Change vs previous 13F -6,229 shares

    0.02% of the 13F portfolio, value $1,751,505.

    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 105,128 shares
    Change vs previous 13F +18,500 shares

    0.02% of the 13F portfolio, value $2,081,526.

    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 86,628 shares
    Change vs previous 13F -996 shares

    0.02% of the 13F portfolio, value $1,643,325.

    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 87,624 shares
    Change vs previous 13F -184 shares

    0.02% of the 13F portfolio, value $1,734,946.

    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 87,808 shares
    Change vs previous 13F -30,652 shares

    0.02% of the 13F portfolio, value $1,610,391.

    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 118,460 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,401,180.

    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).