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Williams Jones Wealth Management, LLC.: SYY position timeline

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

Williams Jones Wealth Management, LLC. held 490,320 SYY 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 490,320 shares
    Change vs previous 13F -5,188 shares

    0.46% of the 13F portfolio, value $40,980,946.

    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 495,508 shares
    Change vs previous 13F -800 shares

    0.43% of the 13F portfolio, value $35,344,586.

    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 496,308 shares
    Change vs previous 13F -2,689 shares

    0.41% of the 13F portfolio, value $36,572,937.

    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 498,997 shares
    Change vs previous 13F -3,680 shares

    0.47% of the 13F portfolio, value $41,087,413.

    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 502,677 shares
    Change vs previous 13F -10,723 shares

    0.46% of the 13F portfolio, value $38,072,756.

    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 513,400 shares
    Change vs previous 13F -9,357 shares

    0.49% of the 13F portfolio, value $38,525,536.

    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 522,757 shares
    Change vs previous 13F -8,680 shares

    0.48% of the 13F portfolio, value $39,970,000.

    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 531,437 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $41,483,972.

    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).