Williams Jones Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Williams Jones Wealth Management going back to Nov. 14, 2019
- Williams Jones Wealth Management 2023 Q3 - filed Nov. 14, 2023 - new!
- Williams Jones Wealth Management 2023 Q2 - filed Aug. 14, 2023
- Williams Jones Wealth Management 2023 Q1 - filed May 15, 2023
- Williams Jones Wealth Management 2022 Q4 - filed Feb. 14, 2023
- Williams Jones Wealth Management 2022 Q3 - filed Nov. 14, 2022
- Williams Jones Wealth Management 2022 Q2 - filed Aug. 15, 2022
- Williams Jones Wealth Management 2022 Q1 - filed May 16, 2022
- Williams Jones Wealth Management 2021 Q4 - filed Feb. 14, 2022
- Williams Jones Wealth Management 2021 Q3 - filed Nov. 15, 2021
- Williams Jones Wealth Management 2021 Q2 - filed Aug. 16, 2021
- Williams Jones Wealth Management 2021 Q1 - filed May 17, 2021
- Williams Jones Wealth Management 2020 Q4 - filed Feb. 16, 2021
- Williams Jones Wealth Management 2020 Q3 - filed Nov. 13, 2020
- Williams Jones Wealth Management 2020 Q2 - filed Aug. 14, 2020
- Williams Jones Wealth Management 2020 Q1 - filed May 15, 2020
- Williams Jones Wealth Management 2019 Q4 - filed Feb. 14, 2020
- Williams Jones Wealth Management 2019 Q3 - filed Nov. 14, 2019