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Williams Jones Wealth Management, LLC.: PNC position timeline

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

Williams Jones Wealth Management, LLC. held 26,634 PNC 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 26,634 shares
    Change vs previous 13F +1,322 shares

    0.07% of the 13F portfolio, value $6,557,823.

    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 25,312 shares
    Change vs previous 13F +2,060 shares

    0.06% of the 13F portfolio, value $5,267,174.

    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 23,252 shares
    Change vs previous 13F +50 shares

    0.05% of the 13F portfolio, value $4,853,390.

    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 23,202 shares
    Change vs previous 13F +860 shares

    0.05% of the 13F portfolio, value $4,661,978.

    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 22,342 shares
    Change vs previous 13F -1,013 shares

    0.05% of the 13F portfolio, value $4,164,996.

    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 23,355 shares
    Change vs previous 13F +310 shares

    0.05% of the 13F portfolio, value $4,105,108.

    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 23,045 shares
    Change vs previous 13F -774 shares

    0.05% of the 13F portfolio, value $4,444,228.

    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 23,819 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,402,942.

    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).