Williams Jones Wealth Management, LLC.
Holdings in J
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $24,901,817 | 187,995 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $28,623,859 | 191,004 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $25,686,644 | 195,410 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $22,502,183 | 187,999 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $28,852,917 | 218,092 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $29,005,764 | 223,803 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $26,965,281 | 233,342 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $34,230,625 | 269,198 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $29,220,965 | 272,167 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $25,695,147 | 227,580 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $19,446,223 | 197,745 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $12,773,133 | 131,413 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $5,280,229 | 53,166 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $5,368,635 | 59,826 | Shares | Sole | 2022-11-14 |