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Disclosery

Alaethes Wealth, LLC: WMB position timeline

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

Alaethes Wealth, LLC held 54,754 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 54,754 shares
    Change vs previous 13F -160 shares

    1.19% of the 13F portfolio, value $4,070,412.

    13F-HR 0001859677-26-000003 filed by Alaethes Wealth, 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 54,914 shares
    Change vs previous 13F +8,004 shares

    1.15% of the 13F portfolio, value $3,996,641.

    13F-HR 0001859677-26-000002 filed by Alaethes Wealth, 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 46,910 shares
    Change vs previous 13F -163 shares

    0.79% of the 13F portfolio, value $2,819,760.

    13F-HR 0001859677-26-000001 filed by Alaethes Wealth, 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 47,073 shares
    Change vs previous 13F -2,267 shares

    0.85% of the 13F portfolio, value $2,982,075.

    13F-HR 0001859677-25-000009 filed by Alaethes Wealth, 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 49,340 shares
    Change vs previous 13F +7,109 shares

    0.93% of the 13F portfolio, value $3,099,045.

    13F-HR 0001859677-25-000008 filed by Alaethes Wealth, 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 42,231 shares
    Change vs previous 13F +243 shares

    0.92% of the 13F portfolio, value $2,523,698.

    13F-HR 0001859677-25-000005 filed by Alaethes Wealth, 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 41,988 shares
    Change vs previous 13F +295 shares

    0.81% of the 13F portfolio, value $2,272,367.

    13F-HR 0001859677-25-000001 filed by Alaethes Wealth, 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 41,693 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,903,274.

    13F-HR 0001859677-24-000007 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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