Williams Jones Wealth Management, LLC.: VEU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Williams Jones Wealth Management, LLC. on VEU, newest first. How the timeline and the estimate are built.
Williams Jones Wealth Management, LLC. held 5,138 VEU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 5,138 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $430,304.
13F-HR 0001104659-26-090796 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,138 sharesChange vs previous 13F +5,138 shares
<0.01% of the 13F portfolio, value $385,860.
13F-HR 0001104659-26-055404 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -3,947 shares
13F-HR 0001104659-25-049421 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 3,947 sharesChange vs previous 13F -5,649 shares
<0.01% of the 13F portfolio, value $226,595.
13F-HR 0001104659-25-013487 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,596 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $604,548.
13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).