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Disclosery

AE Wealth Management LLC: WMB position timeline

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

AE Wealth Management LLC held 20,680 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,680 shares
    Change vs previous 13F +8,545 shares

    0.01% of the 13F portfolio, value $1,537,378.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management 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 12,135 shares
    Change vs previous 13F +447 shares

    <0.01% of the 13F portfolio, value $883,197.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management 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 11,688 shares
    Change vs previous 13F -1,480 shares

    <0.01% of the 13F portfolio, value $702,540.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management 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 13,168 shares
    Change vs previous 13F +664 shares

    0.01% of the 13F portfolio, value $834,210.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management 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 12,504 shares
    Change vs previous 13F -66,844 shares

    0.01% of the 13F portfolio, value $785,389.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management 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 79,348 shares
    Change vs previous 13F -648 shares

    0.04% of the 13F portfolio, value $4,741,807.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management 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 79,996 shares
    Change vs previous 13F -3,429 shares

    0.04% of the 13F portfolio, value $4,329,367.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management 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 83,425 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,808,382.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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