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Williams Jones Wealth Management, LLC.: VST position timeline

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

Williams Jones Wealth Management, LLC. held 11,262 VST 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 11,262 shares
    Change vs previous 13F +455 shares

    0.02% of the 13F portfolio, value $1,786,491.

    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 10,807 shares
    Change vs previous 13F -1,026 shares

    0.02% of the 13F portfolio, value $1,624,616.

    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 11,833 shares
    Change vs previous 13F +1,192 shares

    0.02% of the 13F portfolio, value $1,909,018.

    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 10,641 shares
    Change vs previous 13F +23 shares

    0.02% of the 13F portfolio, value $2,084,785.

    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 10,618 shares
    Change vs previous 13F +1,444 shares

    0.02% of the 13F portfolio, value $2,057,875.

    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 9,174 shares
    Change vs previous 13F +1,911 shares

    0.01% of the 13F portfolio, value $1,077,395.

    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 7,263 shares
    Change vs previous 13F +1,250 shares

    0.01% of the 13F portfolio, value $1,001,350.

    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 6,013 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $712,781.

    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).