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Disclosery

Williams Jones Wealth Management, LLC.: WM position timeline

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

Williams Jones Wealth Management, LLC. held 28,126 WM 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 28,126 shares
    Change vs previous 13F +1,019 shares

    0.07% of the 13F portfolio, value $6,268,673.

    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 27,107 shares
    Change vs previous 13F +1,249 shares

    0.08% of the 13F portfolio, value $6,228,856.

    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 25,858 shares
    Change vs previous 13F -18,809 shares

    0.06% of the 13F portfolio, value $5,681,192.

    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 44,667 shares
    Change vs previous 13F +2,979 shares

    0.11% of the 13F portfolio, value $9,863,735.

    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 41,688 shares
    Change vs previous 13F +3,687 shares

    0.11% of the 13F portfolio, value $9,539,048.

    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 38,001 shares
    Change vs previous 13F -261 shares

    0.11% of the 13F portfolio, value $8,797,612.

    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 38,262 shares
    Change vs previous 13F +987 shares

    0.09% of the 13F portfolio, value $7,720,889.

    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 37,275 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,738,290.

    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).