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Disclosery

Allworth Financial LP: WMB position timeline

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

Allworth Financial LP held 88,596 WMB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,596 shares
    Change vs previous 13F -952 shares

    0.03% of the 13F portfolio, value $6,586,240.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 89,548 shares
    Change vs previous 13F -5,279 shares

    0.03% of the 13F portfolio, value $6,517,297.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 94,827 shares
    Change vs previous 13F -8,041 shares

    0.02% of the 13F portfolio, value $5,700,033.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 102,868 shares
    Change vs previous 13F +5,875 shares

    0.03% of the 13F portfolio, value $6,516,707.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 96,993 shares
    Change vs previous 13F +32,403 shares

    0.03% of the 13F portfolio, value $6,092,157.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 64,590 shares
    Change vs previous 13F +24,997 shares

    0.02% of the 13F portfolio, value $3,850,240.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 39,593 shares
    Change vs previous 13F +17,125 shares

    0.01% of the 13F portfolio, value $2,343,894.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 22,468 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,025,683.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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