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Williams Jones Wealth Management, LLC.: SCHW position timeline

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

Williams Jones Wealth Management, LLC. held 5,351 SCHW 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 5,351 shares
    Change vs previous 13F +36 shares

    0.01% of the 13F portfolio, value $493,754.

    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 5,315 shares
    Change vs previous 13F +275 shares

    0.01% of the 13F portfolio, value $499,521.

    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 5,040 shares
    Change vs previous 13F -137 shares

    0.01% of the 13F portfolio, value $503,565.

    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 5,177 shares
    Change vs previous 13F -154 shares

    0.01% of the 13F portfolio, value $494,266.

    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 5,331 shares
    Change vs previous 13F +2,307 shares

    0.01% of the 13F portfolio, value $486,418.

    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 3,024 shares
    Change vs previous 13F -429 shares

    <0.01% of the 13F portfolio, value $236,719.

    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 3,453 shares
    Change vs previous 13F +81 shares

    <0.01% of the 13F portfolio, value $255,557.

    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 3,372 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $218,539.

    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).