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Williams Jones Wealth Management, LLC.: VYM position timeline

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

Williams Jones Wealth Management, LLC. held 54,629 VYM 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 54,629 shares
    Change vs previous 13F -2,762 shares

    0.1% of the 13F portfolio, value $8,633,058.

    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 57,391 shares
    Change vs previous 13F +3,708 shares

    0.1% of the 13F portfolio, value $8,499,642.

    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 53,683 shares
    Change vs previous 13F -725 shares

    0.09% of the 13F portfolio, value $7,704,618.

    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 54,408 shares
    Change vs previous 13F -1,882 shares

    0.09% of the 13F portfolio, value $7,668,841.

    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 56,290 shares
    Change vs previous 13F -1,707 shares

    0.09% of the 13F portfolio, value $7,504,051.

    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 57,997 shares
    Change vs previous 13F -3,150 shares

    0.1% of the 13F portfolio, value $7,479,293.

    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 61,147 shares
    Change vs previous 13F -3,250 shares

    0.09% of the 13F portfolio, value $7,801,746.

    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 64,397 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,255,695.

    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).