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Williams Jones Wealth Management, LLC.: ROP position timeline

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

Williams Jones Wealth Management, LLC. held 8,487 ROP 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 8,487 shares
    Change vs previous 13F -4,984 shares

    0.03% of the 13F portfolio, value $2,871,916.

    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 13,471 shares
    Change vs previous 13F -168,815 shares

    0.06% of the 13F portfolio, value $4,766,848.

    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 182,286 shares
    Change vs previous 13F -47,400 shares

    0.92% of the 13F portfolio, value $81,140,967.

    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 229,686 shares
    Change vs previous 13F -4,004 shares

    1.31% of the 13F portfolio, value $114,542,134.

    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 233,690 shares
    Change vs previous 13F -19,530 shares

    1.58% of the 13F portfolio, value $132,464,840.

    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 253,220 shares
    Change vs previous 13F -7,229 shares

    1.91% of the 13F portfolio, value $149,293,448.

    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 260,449 shares
    Change vs previous 13F +512 shares

    1.63% of the 13F portfolio, value $135,394,412.

    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 259,937 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $144,639,344.

    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).