Skip to content
Disclosery

Williams Jones Wealth Management, LLC.: PDX position timeline

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

Williams Jones Wealth Management, LLC. held 837,548 PDX 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 837,548 shares
    Change vs previous 13F -15,982 shares

    0.2% of the 13F portfolio, value $17,437,749.

    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 853,530 shares
    Change vs previous 13F -10,039 shares

    0.23% of the 13F portfolio, value $18,828,872.

    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 863,569 shares
    Change vs previous 13F -119,207 shares

    0.18% of the 13F portfolio, value $16,217,826.

    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 982,776 shares
    Change vs previous 13F -41,405 shares

    0.28% of the 13F portfolio, value $24,500,606.

    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 1,024,181 shares
    Change vs previous 13F -25,009 shares

    0.3% of the 13F portfolio, value $25,246,062.

    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 1,049,190 shares
    Change vs previous 13F -33,175 shares

    0.33% of the 13F portfolio, value $25,747,123.

    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 1,082,365 shares
    Change vs previous 13F -53,962 shares

    0.34% of the 13F portfolio, value $28,282,197.

    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 1,136,327 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $26,805,954.

    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).