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Williams Jones Wealth Management, LLC.: PM position timeline

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

Williams Jones Wealth Management, LLC. held 42,448 PM 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 42,448 shares
    Change vs previous 13F +1,868 shares

    0.09% of the 13F portfolio, value $7,679,352.

    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 40,580 shares
    Change vs previous 13F +675 shares

    0.08% of the 13F portfolio, value $6,709,574.

    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 39,905 shares
    Change vs previous 13F +466 shares

    0.07% of the 13F portfolio, value $6,400,762.

    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 39,439 shares
    Change vs previous 13F -150 shares

    0.07% of the 13F portfolio, value $6,397,006.

    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 39,589 shares
    Change vs previous 13F -343 shares

    0.09% of the 13F portfolio, value $7,210,345.

    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 39,932 shares
    Change vs previous 13F -251 shares

    0.08% of the 13F portfolio, value $6,338,406.

    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 40,183 shares
    Change vs previous 13F -2,606 shares

    0.06% of the 13F portfolio, value $4,836,024.

    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 42,789 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,194,585.

    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).