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Williams Jones Wealth Management, LLC.: PPL position timeline

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

Williams Jones Wealth Management, LLC. held 36,015 PPL 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 36,015 shares
    Change vs previous 13F +3,081 shares

    0.01% of the 13F portfolio, value $1,309,145.

    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 32,934 shares
    Change vs previous 13F +519 shares

    0.02% of the 13F portfolio, value $1,258,079.

    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 32,415 shares
    Change vs previous 13F +2,468 shares

    0.01% of the 13F portfolio, value $1,135,173.

    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 29,947 shares
    Change vs previous 13F +925 shares

    0.01% of the 13F portfolio, value $1,112,831.

    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 29,022 shares
    Change vs previous 13F +3,900 shares

    0.01% of the 13F portfolio, value $983,556.

    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 25,122 shares
    Change vs previous 13F -2,381 shares

    0.01% of the 13F portfolio, value $907,155.

    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 27,503 shares
    Change vs previous 13F +2,800 shares

    0.01% of the 13F portfolio, value $892,747.

    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 24,703 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $817,175.

    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).