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Williams Jones Wealth Management, LLC.: VEA position timeline

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

Williams Jones Wealth Management, LLC. held 19,905 VEA 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 19,905 shares
    Change vs previous 13F -1,300 shares

    0.02% of the 13F portfolio, value $1,418,231.

    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 21,205 shares
    Change vs previous 13F -2,414 shares

    0.02% of the 13F portfolio, value $1,358,816.

    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 23,619 shares
    Change vs previous 13F +145 shares

    0.02% of the 13F portfolio, value $1,475,479.

    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 23,474 shares
    Change vs previous 13F -1,150 shares

    0.02% of the 13F portfolio, value $1,406,562.

    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 24,624 shares
    Change vs previous 13F +6,550 shares

    0.02% of the 13F portfolio, value $1,403,814.

    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 18,074 shares
    Change vs previous 13F +3,378 shares

    0.01% of the 13F portfolio, value $918,701.

    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 14,696 shares
    Change vs previous 13F +7,484 shares

    0.01% of the 13F portfolio, value $702,763.

    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 7,212 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $380,866.

    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).