Williams Jones Wealth Management, LLC.
Holdings in SII
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $845,049 | 8,630 | Shares | Sole | 2026-02-13 |
| 2023-09-30 | $367,102 | 12,048 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $639,835 | 19,748 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $1,010,582 | 27,748 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $1,087,491 | 32,628 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $1,906,953 | 56,907 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $3,917,689 | 113,032 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $1,333,520 | 26,543 | Shares | Sole | 2022-05-16 |