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Williams Jones Wealth Management, LLC.: WEX position timeline

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

Williams Jones Wealth Management, LLC. held 18,476 WEX 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 18,476 shares
    Change vs previous 13F -9,491 shares

    0.03% of the 13F portfolio, value $2,606,779.

    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 27,967 shares
    Change vs previous 13F -1,475 shares

    0.05% of the 13F portfolio, value $4,280,070.

    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 29,442 shares
    Change vs previous 13F -2,076 shares

    0.05% of the 13F portfolio, value $4,386,269.

    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 31,518 shares
    Change vs previous 13F -7,653 shares

    0.06% of the 13F portfolio, value $4,965,031.

    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 39,171 shares
    Change vs previous 13F -22,254 shares

    0.07% of the 13F portfolio, value $5,753,828.

    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 61,425 shares
    Change vs previous 13F -41,813 shares

    0.12% of the 13F portfolio, value $9,644,954.

    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 103,238 shares
    Change vs previous 13F -5,141 shares

    0.22% of the 13F portfolio, value $18,099,686.

    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 108,379 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $22,730,328.

    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).