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Williams Jones Wealth Management, LLC.: SWPPX position timeline

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

Williams Jones Wealth Management, LLC. held 39,760 SWPPX 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 39,760 shares
    Change vs previous 13F -2,417 shares

    0.01% of the 13F portfolio, value $768,156.

    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 42,177 shares
    Change vs previous 13F -48,739 shares

    0.01% of the 13F portfolio, value $707,306.

    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 90,916 shares
    Change vs previous 13F -5,756 shares

    0.02% of the 13F portfolio, value $1,594,661.

    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 96,672 shares
    Change vs previous 13F +82,872 shares

    0.02% of the 13F portfolio, value $1,669,523.

    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 13,800 shares
    Change vs previous 13F +2,964 shares

    0.02% of the 13F portfolio, value $1,322,821.

    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 10,836 shares
    Change vs previous 13F -47 shares

    0.01% of the 13F portfolio, value $936,298.

    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 10,883 shares
    Change vs previous 13F -3,592 shares

    0.01% of the 13F portfolio, value $982,380.

    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 14,475 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,291,280.

    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).