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Williams Jones Wealth Management, LLC.: STE position timeline

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

Williams Jones Wealth Management, LLC. held 332,977 STE 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 332,977 shares
    Change vs previous 13F -45,800 shares

    0.79% of the 13F portfolio, value $70,114,973.

    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 378,777 shares
    Change vs previous 13F -1,284 shares

    1.03% of the 13F portfolio, value $83,758,961.

    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 380,061 shares
    Change vs previous 13F -16,791 shares

    1.09% of the 13F portfolio, value $96,353,065.

    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 396,852 shares
    Change vs previous 13F -13,409 shares

    1.12% of the 13F portfolio, value $98,197,059.

    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 410,261 shares
    Change vs previous 13F -12,865 shares

    1.18% of the 13F portfolio, value $98,552,898.

    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 423,126 shares
    Change vs previous 13F -138,442 shares

    1.23% of the 13F portfolio, value $95,901,508.

    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 561,568 shares
    Change vs previous 13F -29,200 shares

    1.39% of the 13F portfolio, value $115,435,918.

    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 590,768 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $143,284,871.

    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).