AFFINITY INVESTMENT ADVISORS, LLC: WMB position timeline

AFFINITY INVESTMENT ADVISORS, LLC held 0 WMB shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -5,490 shares

   13F-HR 0001941040-26-000119 filed by AFFINITY INVESTMENT ADVISORS, LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 5,490 shares

   Change vs previous 13F +408 shares

   0.24% of the 13F portfolio, value $347,792.

   13F-HR 0001941040-25-000615 filed by AFFINITY INVESTMENT ADVISORS, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 5,082 shares

   Change vs previous 13F -1,684 shares

   0.24% of the 13F portfolio, value $319,200.

   13F-HR 0001941040-25-000489 filed by AFFINITY INVESTMENT ADVISORS, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 6,766 shares

   Change vs previous 13F +1,072 shares

   0.33% of the 13F portfolio, value $404,336.

   13F-HR 0001941040-25-000294 filed by AFFINITY INVESTMENT ADVISORS, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 5,694 shares

   Change vs previous 13F not available

   0.26% of the 13F portfolio, value $308,159.

   13F-HR 0001941040-25-000119 filed by AFFINITY INVESTMENT ADVISORS, LLC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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