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Williams Jones Wealth Management, LLC.: WFC position timeline

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

Williams Jones Wealth Management, LLC. held 81,581 WFC 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 81,581 shares
    Change vs previous 13F -42 shares

    0.08% of the 13F portfolio, value $6,741,854.

    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 81,623 shares
    Change vs previous 13F -1,090 shares

    0.08% of the 13F portfolio, value $6,498,007.

    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 82,713 shares
    Change vs previous 13F +2,453 shares

    0.09% of the 13F portfolio, value $7,708,852.

    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 80,260 shares
    Change vs previous 13F -1,450 shares

    0.08% of the 13F portfolio, value $6,727,393.

    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 81,710 shares
    Change vs previous 13F +31,795 shares

    0.08% of the 13F portfolio, value $6,546,605.

    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 49,915 shares
    Change vs previous 13F -1,110 shares

    0.05% of the 13F portfolio, value $3,583,398.

    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 51,025 shares
    Change vs previous 13F -3,621 shares

    0.04% of the 13F portfolio, value $3,583,996.

    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 54,646 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,086,953.

    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).