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ADELL HARRIMAN & CARPENTER INC: WMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ADELL HARRIMAN & CARPENTER INC on WMB, newest first. How the timeline and the estimate are built.

ADELL HARRIMAN & CARPENTER INC held 460,625 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 460,625 shares
    Change vs previous 13F +6,509 shares

    1.75% of the 13F portfolio, value $34,242,915.

    13F-HR 0001134152-26-000008 filed by ADELL HARRIMAN & CARPENTER INC
    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 454,116 shares
    Change vs previous 13F -2,145 shares

    2.02% of the 13F portfolio, value $33,050,598.

    13F-HR 0001134152-26-000006 filed by ADELL HARRIMAN & CARPENTER INC
    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 456,261 shares
    Change vs previous 13F +7,114 shares

    1.64% of the 13F portfolio, value $27,425,850.

    13F-HR 0001134152-26-000002 filed by ADELL HARRIMAN & CARPENTER INC
    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 449,147 shares
    Change vs previous 13F +6,040 shares

    1.73% of the 13F portfolio, value $28,453,464.

    13F-HR 0001134152-25-000011 filed by ADELL HARRIMAN & CARPENTER INC
    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 443,107 shares
    Change vs previous 13F -3,338 shares

    1.85% of the 13F portfolio, value $27,831,598.

    13F-HR 0001134152-25-000006 filed by ADELL HARRIMAN & CARPENTER INC
    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 446,445 shares
    Change vs previous 13F -2,397 shares

    2.01% of the 13F portfolio, value $26,679,593.

    13F-HR 0001134152-25-000004 filed by ADELL HARRIMAN & CARPENTER INC
    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 448,842 shares
    Change vs previous 13F -3,564 shares

    1.69% of the 13F portfolio, value $24,291,371.

    13F-HR 0001134152-25-000002 filed by ADELL HARRIMAN & CARPENTER INC
    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 452,406 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $20,652,375.

    13F-HR 0001134152-24-000010 filed by ADELL HARRIMAN & CARPENTER INC
    Filed (acceptance time not in the bulk data set), ingested

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