Williams Jones Wealth Management, LLC.
CIK
0001788587
City
New York
State / Country
NY
Holdings in ARDC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $205,285 | 15,435 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $217,170 | 15,435 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $219,485 | 15,435 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $217,942 | 15,435 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $233,222 | 15,435 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $235,846 | 15,435 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $229,827 | 15,435 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $219,640 | 15,435 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $212,231 | 15,435 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $199,111 | 15,435 | Shares | Sole | 2023-11-14 |