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Advisors Asset Management, Inc.: WMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on WMB, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 150,730 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,730 shares
    Change vs previous 13F +13,393 shares

    0.17% of the 13F portfolio, value $11,205,268.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, 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 137,337 shares
    Change vs previous 13F +17,293 shares

    0.17% of the 13F portfolio, value $9,995,387.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, 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/A 120,044 shares
    Change vs previous 13F +9,656 shares

    0.12% of the 13F portfolio, value $7,215,845.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, 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/A 110,388 shares
    Change vs previous 13F +14,176 shares

    0.12% of the 13F portfolio, value $6,993,080.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, 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/A 96,212 shares
    Change vs previous 13F +5,390 shares

    0.11% of the 13F portfolio, value $6,043,076.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, 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/A 90,822 shares
    Change vs previous 13F -25,993 shares

    0.1% of the 13F portfolio, value $5,427,523.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, 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/A 116,815 shares
    Change vs previous 13F -21,142 shares

    0.12% of the 13F portfolio, value $6,322,028.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, 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/A 137,957 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,297,737.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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