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Williams Jones Wealth Management, LLC.: VRSK position timeline

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

Williams Jones Wealth Management, LLC. held 23,525 VRSK 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 23,525 shares
    Change vs previous 13F -11,267 shares

    0.05% of the 13F portfolio, value $4,223,443.

    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 34,792 shares
    Change vs previous 13F -5,090 shares

    0.08% of the 13F portfolio, value $6,601,782.

    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 39,882 shares
    Change vs previous 13F -45,489 shares

    0.1% of the 13F portfolio, value $8,921,205.

    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 85,371 shares
    Change vs previous 13F +24,212 shares

    0.25% of the 13F portfolio, value $21,471,660.

    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 61,159 shares
    Change vs previous 13F +33,830 shares

    0.23% of the 13F portfolio, value $19,051,029.

    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 27,329 shares
    Change vs previous 13F +5,509 shares

    0.1% of the 13F portfolio, value $8,133,657.

    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 21,820 shares
    Change vs previous 13F +10,266 shares

    0.07% of the 13F portfolio, value $6,009,883.

    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 11,554 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,096,010.

    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).