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3Chopt Investment Partners, LLC: WMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 3Chopt Investment Partners, LLC on WMB, newest first. How the timeline and the estimate are built.

3Chopt Investment Partners, LLC held 67,066 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,066 shares
    Change vs previous 13F -979 shares

    0.94% of the 13F portfolio, value $4,985,708.

    13F-HR 0001398344-26-012987 filed by 3Chopt Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 68,045 shares
    Change vs previous 13F +838 shares

    1.13% of the 13F portfolio, value $4,952,336.

    13F-HR 0001398344-26-006912 filed by 3Chopt Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 67,207 shares
    Change vs previous 13F -15 shares

    0.91% of the 13F portfolio, value $4,039,830.

    13F-HR 0001398344-26-002629 filed by 3Chopt Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 67,222 shares
    Change vs previous 13F -217 shares

    0.97% of the 13F portfolio, value $4,258,532.

    13F-HR 0001398344-25-019342 filed by 3Chopt Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 67,439 shares
    Change vs previous 13F +901 shares

    1.02% of the 13F portfolio, value $4,235,862.

    13F-HR 0001398344-25-013693 filed by 3Chopt Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 66,538 shares
    Change vs previous 13F -205 shares

    1.04% of the 13F portfolio, value $3,976,328.

    13F-HR 0001398344-25-007619 filed by 3Chopt Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 66,743 shares
    Change vs previous 13F +39 shares

    1.24% of the 13F portfolio, value $3,612,147.

    13F-HR 0001213900-25-013391 filed by 3Chopt Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 66,704 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $3,045,051.

    13F-HR 0001213900-24-098596 filed by 3Chopt Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).