Williams Jones Wealth Management, LLC. VVPR β€” VIVOPOWER PLC NEW

Ownership history in Williams Jones Wealth Management, LLC.  Β·  1 quarter on record

AI Ownership Summary

Williams Jones Wealth Management, LLC. reported VIVOPOWER PLC NEW (VVPR) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows VVPR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VVPR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Williams Jones Wealth Management, LLC.'s position in VIVOPOWER PLC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VVPR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Williams Jones Wealth Management, LLC. held VVPR β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 27,000 β€” β€” 0.00% $140K 2026-08-05 $3.54

FAQ About Williams Jones Wealth Management, LLC. and VVPR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Williams Jones Wealth Management, LLC. reported owning VVPR?

Williams Jones Wealth Management, LLC. reported VVPR across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported VVPR position in Williams Jones Wealth Management, LLC.'s portfolio?

The largest reported portfolio weight for VVPR was 0.00% in 2026 Q2.

What is the latest reported VVPR position on this page?

The most recent filing on this page is 2026 Q2, when Williams Jones Wealth Management, LLC. reported 27,000 shares, equal to 0.00% of portfolio, with an estimated market value of $140K.

What does the chart on this VVPR ownership page compare?

The chart compares Williams Jones Wealth Management, LLC.'s quarterly VVPR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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