Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001104659-26-055404
Filing Date
2026-05-05
Accepted
2026-05-05 11:23:38
Documents
2
Period of Report
2026-03-31
Effectiveness Date
2026-05-05

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2155
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 249208
  Complete submission text file 0001104659-26-055404.txt   252560
Mailing Address 717 FIFTH AVE, 11TH FLOOR NEW YORK NY 10022
Business Address 717 FIFTH AVE, 11TH FLOOR NEW YORK NY 10022 2129355027
Williams Jones Wealth Management, LLC. (Filer) CIK: 0001788587 (see all company filings)

EIN.: 841838627 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19622 | Film No.: 26941442