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Williams Jones Wealth Management, LLC.: VTSAX position timeline

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

Williams Jones Wealth Management, LLC. held 31,916 VTSAX 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 31,916 shares
    Change vs previous 13F -100 shares

    0.06% of the 13F portfolio, value $5,750,649.

    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 32,016 shares
    Change vs previous 13F +3,320 shares

    0.06% of the 13F portfolio, value $5,001,880.

    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 28,696 shares
    Change vs previous 13F -100 shares

    0.05% of the 13F portfolio, value $4,683,166.

    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 28,796 shares
    Change vs previous 13F -100 shares

    0.05% of the 13F portfolio, value $4,600,428.

    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 28,896 shares
    Change vs previous 13F -257 shares

    0.05% of the 13F portfolio, value $4,276,878.

    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 29,153 shares
    Change vs previous 13F -197 shares

    0.05% of the 13F portfolio, value $3,899,183.

    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 29,350 shares
    Change vs previous 13F +1,417 shares

    0.05% of the 13F portfolio, value $4,139,186.

    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 27,933 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,850,845.

    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).