Williams Jones Wealth Management, LLC.
Holdings in EPD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $49,237,042 | 1,535,778 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $48,474,722 | 1,550,199 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $48,541,596 | 1,565,353 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $54,001,354 | 1,581,762 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $49,707,230 | 1,585,052 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $48,039,796 | 1,650,285 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $47,790,135 | 1,649,073 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $48,798,997 | 1,672,344 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $47,417,905 | 1,799,541 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $49,264,138 | 1,799,932 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $47,698,690 | 1,810,197 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $46,827,951 | 1,808,029 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $44,397,659 | 1,840,699 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $43,867,013 | 1,844,702 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $44,403,626 | 1,822,061 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $47,024,581 | 1,821,952 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $38,988,925 | 1,775,452 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $37,833,060 | 1,748,293 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $41,637,931 | 1,725,567 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $37,523,511 | 1,704,065 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $32,617,173 | 1,664,991 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $26,721,748 | 1,692,321 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $32,412,372 | 1,783,840 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $21,749,985 | 1,520,978 | Shares | Sole | 2020-05-15 |