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Williams Jones Wealth Management, LLC.: WSO position timeline

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

Williams Jones Wealth Management, LLC. held 45,087 WSO 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 45,087 shares
    Change vs previous 13F -913 shares

    0.21% of the 13F portfolio, value $18,789,106.

    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 46,000 shares
    Change vs previous 13F +1,089 shares

    0.21% of the 13F portfolio, value $16,734,340.

    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 44,911 shares
    Change vs previous 13F -87,793 shares

    0.17% of the 13F portfolio, value $15,132,761.

    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 132,704 shares
    Change vs previous 13F -16,679 shares

    0.61% of the 13F portfolio, value $53,652,281.

    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 149,383 shares
    Change vs previous 13F +2,977 shares

    0.79% of the 13F portfolio, value $65,970,521.

    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 146,406 shares
    Change vs previous 13F +1,971 shares

    0.95% of the 13F portfolio, value $74,418,170.

    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 144,435 shares
    Change vs previous 13F +16,665 shares

    0.83% of the 13F portfolio, value $68,446,302.

    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 127,770 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $62,847,508.

    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).