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Williams Jones Wealth Management, LLC.: TTD position timeline

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

Williams Jones Wealth Management, LLC. held 174,041 TTD 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 174,041 shares
    Change vs previous 13F -7,700 shares

    0.04% of the 13F portfolio, value $3,146,661.

    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 181,741 shares
    Change vs previous 13F -210,151 shares

    0.05% of the 13F portfolio, value $4,123,703.

    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 391,892 shares
    Change vs previous 13F -137,233 shares

    0.17% of the 13F portfolio, value $14,876,220.

    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 529,125 shares
    Change vs previous 13F -589,507 shares

    0.3% of the 13F portfolio, value $25,932,416.

    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 1,118,632 shares
    Change vs previous 13F +202,324 shares

    0.96% of the 13F portfolio, value $80,530,318.

    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 916,308 shares
    Change vs previous 13F -7,957 shares

    0.64% of the 13F portfolio, value $50,140,374.

    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 924,265 shares
    Change vs previous 13F -48,748 shares

    1.31% of the 13F portfolio, value $108,628,865.

    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 973,013 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $106,690,875.

    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).