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Williams Jones Wealth Management, LLC.: XBI position timeline

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

Williams Jones Wealth Management, LLC. held 245,174 XBI 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 245,174 shares
    Change vs previous 13F +45,598 shares

    0.44% of the 13F portfolio, value $38,798,786.

    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 199,576 shares
    Change vs previous 13F +56,340 shares

    0.31% of the 13F portfolio, value $25,491,842.

    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 143,236 shares
    Change vs previous 13F +132,190 shares

    0.2% of the 13F portfolio, value $17,464,765.

    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 11,046 shares
    Change vs previous 13F -2,330 shares

    0.01% of the 13F portfolio, value $1,106,809.

    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 13,376 shares
    Change vs previous 13F -43,579 shares

    0.01% of the 13F portfolio, value $1,109,272.

    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 56,955 shares
    Change vs previous 13F -24,515 shares

    0.06% of the 13F portfolio, value $4,619,051.

    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 81,470 shares
    Change vs previous 13F -59,017 shares

    0.09% of the 13F portfolio, value $7,337,188.

    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 140,487 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $13,880,137.

    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).