Current Market Value 8,362,579,632
Current Holdings 510
Most Recent File Date 2025-08-14
Total Filings on Record 24
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Williams Jones Wealth Management, LLC. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-14 2025-06-30 13F-HR 510 8,362,580
2025-05-15 2025-03-31 13F-HR 502 7,825,309
2025-02-14 2024-12-31 13F-HR 504 8,290,371
2024-11-14 2024-09-30 13F-HR 546 8,529,059
2024-08-05 2024-06-30 13F-HR 524 8,059,569
2024-05-07 2024-03-31 13F-HR 551 7,856,304
2024-02-14 2023-12-31 13F-HR 547 7,140,871
2023-11-14 2023-09-30 13F-HR 555 6,506,599
2023-08-14 2023-06-30 13F-HR 539 6,677,080
2023-05-15 2023-03-31 13F-HR 578 6,383,869
2023-02-14 2022-12-31 13F-HR 574 5,971,751
2022-11-14 2022-09-30 13F-HR 587 5,745,448
2022-08-15 2022-06-30 13F-HR 590 6,178,592
2022-05-16 2022-03-31 13F-HR 541 7,178,335
2022-02-14 2021-12-31 13F-HR 511 8,005,009
2021-11-15 2021-09-30 13F-HR 500 7,146,683
2021-08-16 2021-06-30 13F-HR 506 7,150,131
2021-05-17 2021-03-31 13F-HR 503 6,393,671
2021-02-16 2020-12-31 13F-HR 478 6,131,917
2020-11-13 2020-09-30 13F-HR 444 5,406,878
2020-08-14 2020-06-30 13F-HR 426 4,882,848
2020-05-15 2020-03-31 13F-HR 393 3,829,905
2020-02-14 2019-12-31 13F-HR 451 5,227,173
2019-11-14 2019-09-30 13F-HR 434 4,872,661