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Williams Jones Wealth Management, LLC.: T position timeline

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

Williams Jones Wealth Management, LLC. held 42,545 T 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 42,545 shares
    Change vs previous 13F -2,232 shares

    0.01% of the 13F portfolio, value $880,672.

    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 44,777 shares
    Change vs previous 13F -3,159 shares

    0.02% of the 13F portfolio, value $1,298,072.

    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 47,936 shares
    Change vs previous 13F +4,898 shares

    0.01% of the 13F portfolio, value $1,190,726.

    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 43,038 shares
    Change vs previous 13F -1,049 shares

    0.01% of the 13F portfolio, value $1,215,380.

    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 44,087 shares
    Change vs previous 13F +15,314 shares

    0.02% of the 13F portfolio, value $1,275,865.

    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 28,773 shares
    Change vs previous 13F +6,418 shares

    0.01% of the 13F portfolio, value $813,700.

    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 22,355 shares
    Change vs previous 13F -3,949 shares

    0.01% of the 13F portfolio, value $509,031.

    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 26,304 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $578,688.

    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).