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Williams Jones Wealth Management, Llc.GrowthConcentrated long-term

CIK: 0001788587 | NEW YORK, NY

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR587$8.9B2026-08-05SEC ↗
Q1 2026
13F-HR540$8.1B2026-05-05SEC ↗
Q4 2025
13F-HR545$8.9B2026-02-13SEC ↗
Q3 2025
13F-HR538$8.7B2025-11-14SEC ↗
Q2 2025
13F-HR537$8.4B2025-08-14SEC ↗
Q1 2025
13F-HR530$7.8B2025-05-15SEC ↗
Q4 2024
13F-HR532$8.3B2025-02-14SEC ↗
Q3 2024
13F-HR574$8.5B2024-11-14SEC ↗
Q2 2024
13F-HR552$8.1B2024-08-05SEC ↗
Q1 2024
13F-HR552$7.9B2024-05-07SEC ↗
Q4 2023
13F-HR548$7.1B2024-02-14SEC ↗
Q3 2023
13F-HR556$6.5B2023-11-14SEC ↗
Q2 2023
13F-HR540$6.7B2023-08-14SEC ↗
Q1 2023
13F-HR579$6.4B2023-05-15SEC ↗
Q4 2022
13F-HR575$6.0B2023-02-14SEC ↗
Q3 2022
13F-HR590$707.5M2022-11-14SEC ↗
Q2 2022
13F-HR593$552.8M2022-08-15SEC ↗
Q1 2022
13F-HR545$526.4M2022-05-16SEC ↗
Q4 2021
13F-HR515$567.4M2022-02-14SEC ↗
Q3 2021
13F-HR504$473.1M2021-11-15SEC ↗
Q2 2021
13F-HR509$456.6M2021-08-16SEC ↗
Q1 2021
13F-HR506$406.3M2021-05-17SEC ↗
Q4 2020
13F-HR480$388.0M2021-02-16SEC ↗
Q3 2020
13F-HR445$362.3M2020-11-13SEC ↗
Q2 2020
13F-HR427$327.4M2020-08-14SEC ↗
Q1 2020
13F-HR394$284.8M2020-05-15SEC ↗
Q4 2019
13F-HR452$326.3M2020-02-14SEC ↗
Q3 2019
13F-HR435$321.6M2019-11-14SEC ↗