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Williams Jones Wealth Management, LLC.: PWR position timeline

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

Williams Jones Wealth Management, LLC. held 144,774 PWR 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 144,774 shares
    Change vs previous 13F -3,515 shares

    1.18% of the 13F portfolio, value $104,243,071.

    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 148,289 shares
    Change vs previous 13F -1,755 shares

    1% of the 13F portfolio, value $81,413,627.

    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 150,044 shares
    Change vs previous 13F -2,031 shares

    0.72% of the 13F portfolio, value $63,327,571.

    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 152,075 shares
    Change vs previous 13F +2,271 shares

    0.72% of the 13F portfolio, value $63,022,922.

    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 149,804 shares
    Change vs previous 13F +13,820 shares

    0.68% of the 13F portfolio, value $56,637,896.

    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 135,984 shares
    Change vs previous 13F +8,392 shares

    0.44% of the 13F portfolio, value $34,564,413.

    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 127,592 shares
    Change vs previous 13F +3,960 shares

    0.49% of the 13F portfolio, value $40,325,452.

    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 123,632 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $36,860,881.

    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).