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Williams Jones Wealth Management, LLC.: VRT position timeline

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

Williams Jones Wealth Management, LLC. held 251,590 VRT 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 251,590 shares
    Change vs previous 13F -22,360 shares

    0.95% of the 13F portfolio, value $84,237,364.

    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 273,950 shares
    Change vs previous 13F -39,085 shares

    0.84% of the 13F portfolio, value $68,646,391.

    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 313,035 shares
    Change vs previous 13F -10,152 shares

    0.57% of the 13F portfolio, value $50,714,800.

    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 323,187 shares
    Change vs previous 13F -5,923 shares

    0.56% of the 13F portfolio, value $48,755,991.

    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 329,110 shares
    Change vs previous 13F -3,004 shares

    0.51% of the 13F portfolio, value $42,261,015.

    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 332,114 shares
    Change vs previous 13F +14,420 shares

    0.31% of the 13F portfolio, value $23,978,631.

    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 317,694 shares
    Change vs previous 13F +7,123 shares

    0.44% of the 13F portfolio, value $36,093,215.

    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 310,571 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $30,898,709.

    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).