Williams Jones Wealth Management, LLC.
Holdings in PDFS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $912,960 | 32,000 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $826,240 | 32,000 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $684,160 | 32,000 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $611,520 | 32,000 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $866,560 | 32,000 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $1,013,760 | 32,000 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $1,164,160 | 32,000 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $1,077,440 | 32,000 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $1,028,480 | 32,000 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $1,036,800 | 32,000 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $1,443,200 | 32,000 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $1,356,800 | 32,000 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $912,640 | 32,000 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $784,960 | 32,000 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $688,320 | 32,000 | Shares | Sole | 2022-08-15 |